Portfolio123

1939 Waukegan Rd, Ste 205, 60025, Glenview, IL, United States
image
4.55
Based on 20 Reviews

5

70.00%

4

25.00%

3

0.00%

2

0.00%

1

5.00%
About Portfolio123

Portfolio123 is the best web-based resource for investors. It allows you to discover exciting new stock/ETF ideas, create investment strategies using ranking and screening, backtest them with realistic simulations, and implement them in real-time with advanced trading tools -- including seamless and commission-free trading across multiple accounts.

Tags
Contact Info

You need to Login first to submit your review.

image
o806
CA

Great interface and tools Great interface and tools. Hopefully the transition to the new data provider goes well.

image
mike
GB

Portfolio123 is an awesome site with so many tools Portfolio123 is an awesome site with so many tools to help investors. They are very responsive and they are often on message boards with help and will respond to emails as well.

image
WalterW
GB

Portfolio123 is a game-changer for… Portfolio123 is a game-changer for stock investors, providing a powerful platform for the design, simulation, and deployment of quantitative financial models. It also has stock screening, charting (including YChart style), trading (via Interactive Brokers and Tradier), macro economics charting, watchlists, an earnings center, cross-section series plotting, external data importer, a data API, stock news, stock summary snapshots, stock comparison tool, sector/Industry performance, fundamental and estimate summaries, a user forum and more (really). In the near future, machine learning will be supported. It's not just another retail-level tool; it's the only one that I’ve found to work in practice. To find something better, I suspect you'd have to go professional and spend significantly more. I've been a loyal subscriber for over a decade, which speaks volumes about its effectiveness. Is there a downside? Sure, building successful trading models is hard work, but with dedication and focus, it's possible to be successful. Whether you're researching stocks, building and simulating quantitative models, or managing accounts, Portfolio123 has what you need.

image
Shawn
GB

Love the screening with backtests Love the screening with backtests. Forum members are very helpful. Would like access to more foreign markets, log charts, and ability to trade with entry and exits at the $100/mo level.

image
TCV
GB

screens work ..get back testing or you… screens work ..get back testing or you will not really know what is best. Probably need a month or two of back-testing to get things tested and tuned for your needs. that's the Basic Public Screen plus testing them with the different Setting/Ranking methods is a lot of combinations to start from. Then you can tweak for bad /good market situations.

We may use cookies or any other tracking technologies when you visit our website, including any other media form, mobile website, or mobile application related or connected to help customize the Site and improve your experience. learn more

Allow