About

We are a financial software company that provides investment research tools to create, backtest and launch rule based portfolio strategies.

Our core principles include a meticulous attention to detail, relentless innovation, delivering a reliable service, and always listening to our customers.

Our Mission

To empower our customers to invest in stocks with confidence, bolstered by time-tested strategies.

Trusted all over the world

Used in MBA courses at Stanford, MIT, and Harvard

Over 50M simulations performed by our users

Used by hedge funds and Fortune 100 firms

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

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

Meet Our Makers

These people make it happen, every day.

Marco Salerno

Founder & CEO

A software engineer, inventor, and handyman, Marco was introduced to computers at an early age while attending a boarding school in the Swiss Alps. He was the only one to request to be in the computer lab when a shiny new Apple II arrived rather than participate in the skiing outings. After stints at prestigious investment firms like Citadel, he began thinking of ways to automate the repetitive task of managing a strategy. That work eventually became Portfolio123.

Dan Parquette

Software Development & Testing

Dan has been creating small cap trading strategies using Portfolio123 since 2004. He joined Prism Research in 2020 and is excited for the opportunity to lead the testing effort as well as contribute to the design of his favorite website. He brings nearly 3 decades of software quality assurance experience including many years at Refinitiv. Dan spends his free time with his family, fishing, hiking and working on his trading systems.

Riccardo Tambara

Business Analyst & Trading

Riccardo has developed extensive expertise in financial markets, strategic planning, and fintech innovation. He currently serves as a Quantitative Solutions & Business Strategist at Portfolio123, where he drives product design, business development, and the creation of quantitative investment strategies. Before this, Riccardo led financial strategy and investor relations at DVRS, a DeFi product studio, and played a key role in product development at LoanXchain, a blockchain platform for financial institutions. His background also includes teaching advanced financial models as a Teaching Assistant of Applied Finance.

Yuval Taylor

Product Evangelist

Yuval invests primarily in microcaps; investigates investment conundrums; and writes about his investigations on his blog, invest(igations) and on Seeking Alpha. He worked for thirty years as an editor at publishing houses in New York City and Chicago. He is the author of Zora and Langston: A Story of Friendship and Betrayal (Norton, 2019) and other books.

Aaron Schiff

Software Engineer

Aaron loves programming. A graduate of the University of Illinois at Chicago, Aaron found himself working for smaller firms who paved the way to Prism Research for him. Since joining in 2014, he's been able to contribute heavily to making Portfolio123 super fast and smooth. He prides himself in the ability to understand new code very quickly. Some of Aaron’s likes include coffee, cats, and instrumental music.

Marius Valeanu

Software Engineer

A passionate software developer and quick learner. Marius joined Prism Research after successful stints with smaller web development firms. He loves to tackle any problems relating to coding. Having helped develop the majority of Manage, Marius also helped create the API and data miner app. He loves any and everything about development and loves to seek an adventure in the great outdoor.