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.

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.

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.

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.

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.