Fantastic product for individual investors If you like data driven investing and are willing to do the work, Portfolo123 provides all the information you need to construct and trade investment strategies. I've been a client for about 10 years and, for fundamental investing, I haven't found any site that comes close. You can write your own formulas to interpret the data, weight stocks in your portfolio, use your own buy and sell rules, trade weekly, monthly, or however often you think appropriate. You can test your strategies on data going back many years, and they provide articles and a forum for exchange of information to help you learn about factor investing and how to use their site. I wouldn't go anywhere else to manage my money.

Highly recommended They make a great product and offer a good service. They are responsive. It takes time to learn their tools and how to navigate their website which is no different than any other comparable site except that you are doing far less coding from scratch and more actual thinking and developing trading models.

Toxic environment Toxic environment that stigmatizes creative, productive, diverse critiques as so-called "unconstructive" and "repetitive" and condones toxic personal attacks.

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.)

If you want to have quality data for… If you want to have quality data for everything from fundamental analysis to advanced machine learning there is no better place. Personally, I have used it for advanced machine learning. The downloads and tools are perfect for this. It can give you excess returns with everything from simple regressions to XGBoost and neural-nets. I think if you like machine learning there is no other place to be. It has worked and continues to work for me. I have been a member for over 10 years. Also keeping track of your investing is easier and better than any other site I have looked at. Automatically editing your buy and sell prices, Giving equity curves, Sharpe ratios, alpha etc Put more simply it will make you money. This is true for a lot of different investment styles (mine being machine learning). And you can keep track of what is working best for you over time. If I could give it a higher rating, I would (which serves to illustrate I was never all that good at fractions in school). But P123 is a useful tool even for me. I recommend that you try it. I do not think you will regret it—assuming you like quality data to use for your own investing methods.