Portfolio123 - Portfolio Management Made Easy
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What is Portfolio123 ?
 
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.
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    User Comments

    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


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