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.

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.

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.

Portfolio123 is a game-changer for… Portfolio123 is a game-changer for stock investors, providing a powerful platform for the design, simulation, and deployment of quantitative financial models. It also has stock screening, charting (including YChart style), trading (via Interactive Brokers and Tradier), macro economics charting, watchlists, an earnings center, cross-section series plotting, external data importer, a data API, stock news, stock summary snapshots, stock comparison tool, sector/Industry performance, fundamental and estimate summaries, a user forum and more (really). In the near future, machine learning will be supported. It's not just another retail-level tool; it's the only one that I’ve found to work in practice. To find something better, I suspect you'd have to go professional and spend significantly more. I've been a loyal subscriber for over a decade, which speaks volumes about its effectiveness. Is there a downside? Sure, building successful trading models is hard work, but with dedication and focus, it's possible to be successful. Whether you're researching stocks, building and simulating quantitative models, or managing accounts, Portfolio123 has what you need.

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.