I really like P123 works I really like P123 works. The criteria for screens are easy to create and change. It's not a dumbed down version like I've seen on other sites. The backtesting is an interesting and useful feature. To get a 5 star rating you would need to (1) change FCF to exclude dividends (that is so weird and causes me more work to get around), (2) add Invested Capital as a criteria in screening (this would also save me a lot of work), and add foreign stocks to screening universe (I wish you luck in this endeavor. At this point I cannot contribute.)

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

I started using portfolio123 around 19… I started using portfolio123 around 19 years ago. Simply the best product for quantitative stock analysis. No other come even close. The only solution you need for your stock investment assuming you have the time and desire to learn factor investing.

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.

Nearly 10 Years of Superior Service - Small Token of Appreciation Number one priority for any serious investor is 'quality of data', as well as functionality and ease of use. P123 is easy to learn and get going with, and allows you to learn fundamental factors/codes at your own pace. I have been using the service for nearly 10 years now, and it is very much a part of my development (still ongoing) as a disciplined investor/analyst religiously focused on company fundamentals (and a sprinkle of technical timing). No screener, or backtesting software is worth it's salt without the highest quality and integrity of data. And P123 scores 5/5 on that highest priority. It's been good to me - hence this lengthy review as a small token of appreciation.