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 strategies should be possible for everyone.

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!

Meet Our Team

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.

Marc H. Gerstein Director of Research & Author

A former lawyer, Marc has spent his career analyzing stocks, educating investors and helping to develop stock screening platforms at Value Line, Reuters, and various websites. His commentary can be found on Forbes.com and SeekingAlpha.com. He has authored two books Screening the Market (Wiley, 2002) and The Value Connection (Wiley 2003), and is presently working on a new book about investing strategy design and a satirical novel with a Wall Street setting when he is able to find some time.

Hem Upadhyaya Head of RIA

Former banker at Northern Trust and researcher for an investment research app he co-founded, Hem has experience in both worlds. After partnering with a friend to start a financial research app, he started managing client investment accounts before coming onboard with Portfolio123 to kickstart the RIA department. He has a very curious personality and enjoys learning new things every day. He's a strong follower of the motto “work hard, play hard” and “Give 100% to everything!”

Riccardo Tambara Business Analyst & Trading

Riccardo began trading securities before graduating high school, and won the collegiate European University Trading Challenge. As a BS in Economics of Financial Institutions, he is not only experienced at investment strategies, but also business analysis and macroeconomics. Moreover, he contributed to the venture of an Italian start-up which focused on the deployment of blockchain technology on transfers of credit assets between financial institutions.

Paul DeMartino Head of Customer Service

Paul has worked at several companies over the years, as an analyst, a writer, an editor, and a financial data expert. Those companies included Oppenheimer, Value Line, Multex.com, and Reuters. Paul also holds an MBA in Finance, Economics and International Business from New York University, where his coursework included economic history, which he frequently uses to help people in examining their Portfolio123 systems.

Ted Beck Head of Software Technology

Ted graduated from University of Minnesota and has been leading Portfolio123's software technology since the company's beginning. His everyday efforts have led Portfolio123 to become the advanced research platform it is today.

Join us in our quest to make investing enjoyable and profitable for everyone

Products

Resources

Legal

Pricing

Questions

Portfolio123 Securities LLC d.b.a. Portfolio123 Advisor is an SEC Registered Investment Advisor

For Portfolio123 Advisor Clients:
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Portfolio123 Securities LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with your accountant or legal counsel prior to implementation. This website may provide links to others for the convenience of our users. Our firm has no control over the security, accuracy or content of these other websites.

Advisory services are offered through Portfolio123 Securities LLC d.b.a Portfolio123 Advisor, an SEC registered investment advisor firm domiciled in the State of Illinois. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

For information concerning the status or disciplinary history of a broker/dealer, investment advisor and/or their associated representatives, a consumer should contact their state securities administrator or review information provided on the SEC's website at www.adviserinfo.sec.gov.