Portfolio123

1939 Waukegan Rd, Ste 205, 60025, Glenview, IL, United States
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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.

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Shiraz Lakhi
GB

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.

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Chaim
GB

Extremely powerful tool Extremely powerful tool. I have been using it for almost two decades. There is nothing else like it available to the general public. I have gotten great results.

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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.

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Al
GB

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.)

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Azzz
CA

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.

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