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Discover why portfolio managers rely on Portfolio123.

Unleash your financial knowledge without needing an IT team or programming skills. Quickly test strategies or use our powerful screener to find diamonds in the rough.

Industry leading solutions

Research
Develop your own rules-based strategies enhancing returns, diversification and drawdown.
Data Mining
Save time with some of the most powerful tools in the business.
NEW Artificial Intelligence
Create Machine Learning powered ranking systems and strategies.
Manage
Launch your strategies and send orders to your broker.
Consulting
We can help you create systems tailored to your needs.
Models
Follow time tested models designed by experts.
"The investor’s chief problem – and even his worst enemy – is likely to be himself."
Benjamin Graham
The Problem
The market is more volatile than ever leading to emotional decisions, and achieving alpha is elusive for most.
The Solution
Follow a systematic strategy and reevaluate your positions periodically using rules based strategies

How to create winning portfolios

1. Start with an investment idea

For example "buy the best 20 stocks in the S&P 500 with the best combination of growth and valuation".

2. Create and test a ranking system

The Ranking System dynamically ranks stocks and is the key component of a strategy.

3. Fine tune your strategy

Analyze backtest data, test for robustness, and ensure the strategy aligns with your goals.

4. Launch your strategy

Confidently put your strategy into action and monitor its performance.

Testimonials

“Portfolio123 truly offers a wealth of useful features that serious and devoted investors can benefit from.”
— American Association of Individual Investors.
“Portfolio123 is the best trading and investing tool that I've ever seen. It has the best point-in-time data you can get as a retail investor, and the price is a steal. It also has a great community. I've made hundreds of thousands of dollars with the trading system I built with Portfolio123. It's a great tool, run by wonderful people.”
— Andreas Himmelreich, trader/investor since 1996
“If you're looking for a powerful tool to help research and build systematic quantitative investing strategies, you've come to the right place. Check for yourself whether the mental models and criteria which investors use to select investments actually ‘work.’ You may be surprised at what you find.”
— Shane Milburn, investor
“After subscribing for a few months, Portfolio123 became my obsession. It enabled me to consistently beat the market by a large margin. And it allowed me to research the stock market in depth. In fact, I liked Portfolio123 so much that after four years, I joined the company as product manager.”
— Yuval Taylor, researcher and investor
   
Talk to one of our experts
Reach out for a personalized demo with a Portfolio123 product specialist.
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