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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Kevin
GB

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.

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G Gee
GB

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.

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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.

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fpi
FR

Great Tool Great Tool, great team, great support. I am a very satisfied user for 9 years. I have spent countless hours on it. Only concern: their are dependent on data providers policies. It may occasionally result in changing data or pricing. Backtest servers are much faster and more reliable than in 2 other similar platforms I have tried.

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o806
CA

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

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