Wenzhang Zhuge
AUToxic environment Toxic environment that stigmatizes creative, productive, diverse critiques as so-called "unconstructive" and "repetitive" and condones toxic personal attacks.
Andrew
GBExcellent site for backtesting equity trading strategies Excellent site for testing stock and ETF trading strategies. P123 provides a thorough point-in-time database with a powerful and flexible engine to simulate backtests of systems. And they integrate with Interactive Brokers to automate applying those strategies to live trading.
Cary
GBExtremely 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.
G Gee
GBFantastic 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.
mike
GBPortfolio123 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.