Invest

Manage your accounts like never before. Everything you are used to using has been reimagined and improved.
  • Enjoy free real time quotes
  • Analyze with free investor tools
  • Manage multiple accounts easily
  • Send orders to your broker
  • Keep track of your decisions
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Research

Be a cold blooded investor. Create, backtest and invest in your own rule-based strategies. See why professionals and academics trust Portfolio123.
  • Best data in the business
  • Professional level quant tools
  • Flexible yet simple workspace
  • Ludicrously fast simulation engine
  • Expert community ideas
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Advisor

Invest without the work in sophisticated, convenient strategies, with our automated strategy management.
  • Consider well-tested financial strategies
  • Own individual stocks and ETFs
  • Assign different strategies for different goals
  • Pay low management fees
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Our Core Beliefs

Investors that take control have an advantage
Whether it's by direct ownership of stocks or by investing according to your capital, we believe any investor, from beginner to advanced, can benefit from taking control of their strategies
Silence the noise
By following objective strategies that flow from the study of relevant questions, investors are likely to achieve better results than from reacting to fads, current events, emotions or folklore
Learn from the past
Although nobody knows how stocks will be priced in the future, we can and do know the kinds of questions investors should consider to enhance the probability of future success
There is no single answer
Different investors with widely differing priorities, temperaments and preferences can and do succeed. Our goal is to help users implement whatever approach they choose as effectively as possible
Perfect balance
The three ingredients to success when using a mechanical system are purely mathematical tools, real world consideration, and lots of experience to put it all together
Stock picking works (a.k.a. active management)
Buying the most attractive stocks without over-diversifying and replacing them when better opportunity arises is the way to outperform the market
   

What We Do and Why

Investing should be easy — and fun too!

Our Mission

We believe the world needs a better solution for investing. Our mission is to help everyone own stocks, increase their chances for better returns, and enjoy life. No matter how much time you want to dedicate to making investment decisions, from “set it and forget it” to learning about things like free cash flow and factor models, managing your portfolio should be possible for everyone.
FOUNDED IN

2004

We've been around a long time!

10+

IVY LEAGUE UNIVERSITY MBA PROGRAMS
The best minds love our products

40+

YEARS OF MARKET EXPERIENCE
Our team has seen all crashes since 1980

2,000+

EXPERT USER COMMUNITY
Join our forums for truly useful discussions

Marco Salerno | CEO

We're not going to entice you by showing smooth returns and cuddly family pictures.Owning stocks is a roller coaster. But, ultimately, direct ownership of companies that aim to dominate their spaceis the best place for your money to grow exponentially.
With today's liquid markets and free money transfers, there's no reason for anyone to have more than a paycheck in a bank account, losing purchasing value every day.
You can't beat the market if you own the market. We believe in stock picking. Markets are inefficient and there are many gems to be found.Leave ETFs and funds to 401k plans.
So you think buying stocks is risky? They are the final product of innovation, founder's sweat and tears, countless meetings, due diligence, regulations, and collective effort. Yes, some bad apples exist, but from an evolutionary perspective they are the best, fittest investments.
Do you avoid stocks because you think the market is rigged and manipulated? Individual investors are actually the ones with the biggest advantage over institutions: they are small and nimble.
   

History

Portfolio123 was launched in 2004 well before the word “fintech” came into vogue. We are a pioneer in allowing anyone to create a rules-based investment strategy that closely resembles what a human strategy manager does. The motivation was simple: to eliminate the time-consuming, repetitive and emotional process of managing a stock strategy.

All computer models rely on quality data to produce meaningful results. Therefore in 2012 Portfolio123 made a bold transition to the most respected financial database, Compustat, which is supplied by Standard & Poor's Global Market Intelligence. With this move Portfolio123 remains the only provider of this data to individual investors at a reasonable price, thereby leveling the playing field with the institutions.

But no matter how simple and powerful we made our strategy tools, they remained out of reach for most investors. Beginning in 2018 a completely redesigned website was launched to cater to any investor, from the beginner to the advanced. With many new features, all available for free, Portfolio123 is once again a pioneer in making strategy management as easy as 1-2-3!

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
   

Institutions that trust and use Portfolio123

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