Matthias Strohschneider
DEVery flexible stock screening and backtesting platform This is the best and most flexible platform for stock and ETF screening, ranking and backtesting I know. With main focus on fundamentals, you can test, combine and vary hundreds of parameters. No programming knowledge required. One restriction: Portfolio123 does not support intraday trading.
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.
Denny
GBMore 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
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.
TCV
GBscreens 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.