Portfolio123 uses Trading Systems to manage Model Portfolios. By following
the buys and sells in these Models, an investor can effortlessly manage a
large, diversified portfolio of stocks, without constant monitoring and research of
his/her positions.
The Trading Systems are centered around a quantitative approach known as "Weighted Multi-Factor
Ranking System" (or Ranking System) that assigns a rank to each stock in the universe. The inputs available to Ranking
Systems include: fundamental ratios, technical indicators, industry/sector averages, and custom
formulas. Different investment strategies can be created by varying the inputs and importance assigned
to each. Examples of investment strategies include: Growth, GARP and CANSLIM.
Portfolio123 is powered by Reuters Fundamentals which is the data source most respected
and widely used by professional money managers.
Premium Tools
Portfolio
Mechanical investing using time tested model portfolios.
No "Black-Boxes": our models are fully disclosed.
Make quantitative un-emotional decisions.
Buy/Sell recommendations sent via email.
Ranking
More than 500 Stock & Industry factors.
Technical Analysis functions.
Create custom factors.
Test rating system predictive power in seconds
Simulation
Test your ideas with "real-world" parameters
Detailed statistics for trading system evaluation
Fastest simulation engine.
No look-ahead bias.
No survivorship bias.
Historical data since March 2001.
Screening
More than 450 Stock & Industry factors (FREE w/reg).
See sub-totals for each screen criteria (FREE w/reg).
Combine ranking with screening.
Screen Performance
Lets you see how a screen would have performed in the past.
Detailed statistics for each rebalance period.
Download results to excel.
Historical Screen
Lets you run a screen in the past.
You can see the list of stocks that passed or a statistical summary.
Stock Rating
Ratings for all US traded Stocks.
Chart rank and price together to spot correlation.
Quickly see the top 5 stocks in the industry.
See the 3mo, 6mo, 1Y and 2Y historical rank and subrank values.
Community
Get help from our active community.
Collaborate on developing trading systems.
Search the Community systems based on several criteria.
The most powerful available on the Web to individual investors." - Harry Domash San Francisco's Chronicle 10/17/04
"Thank you very much for a fantastic, powerful, easy to use product!" - JH
"Portfolio123 takes out all the leg work of finding stocks and helps eliminate the emotional side of stock trading." - DA
"Keep up the good work. You are doing things that are not available for many institutional clients." - JH
I have used a number of programs such as Stock Investor Pro, Multex, and Toolkit Pro but none of these programs really allow you to backtest fundamental factors. What you are doing is a very good idea IMHO." - AS