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 strategies should be possible for everyone.
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!