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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Kurtis Hemmerling
CA

Since 2011 this is my main modeling platform - no regrets I have been using this platform since 2011. I have used others, even ones that cost 6-digits per year to license and I can honestly say I prefer this one. I have used ClariFI and WorldQuant to name just 2 of the high institutional grade platforms and about 6 others. The P123 simulation engines are lighting fast, they listen to users and are always adding new features...in fact...after 9 years of using the platform I still probably use only 20% of what it can do. A well-rounded system whether you are running simple screens, custom weighed complex portfolios or in-depth research. Any serious family office or smaller firm should take the time to get one of their guys trained on this platform.

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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.

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Denny
GB

More Fun Than Video Games! I Joined P123 Apr 28, 2004, and I have been Investing in systems I developed ever sense then. I currently am receiving 60% of my family annual income from my investments. P123 is more fun than video games! I LOVE it! Denny Halwes

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Cary
GB

Extremely powerful and unique tool Extremely powerful and unique tool. Im not aware of any other like it on the market. Despite having no formal finance background I have decisively beaten my benchmark index for multiple years with real money investing in companies that are off most other people's radar. Once you get used to systematically investing with a model you will wonder how you did it any other way (or how you could do it any other way). The staff is extremely knowledgable and responsive. The user community is generous and supportive. Beyond that, the tool is just fun to research, test theories and play around with.

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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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