We made stock investing simpleFor novices and professionals
InvestManage 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
ResearchBe 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
AdvisorInvest 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
Our Core Beliefs
Investors that take control have an advantageWhether 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 noiseBy 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 pastAlthough 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 answerDifferent 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 balanceThe 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 MissionWe 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.
2004We've been around a long time!
Marco Salerno | CEO
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!
— American Association of Individual Investors.
— Andreas Himmelreich, trader/investor since 1996
— Shane Milburn, investor
— Yuval Taylor, researcher and investor