Free Educational Webinars

To help you understand our tools and discover new stock/ETF ideas.

Upcoming Webinars

All webinars are free and open to everyone. Register today!

Introduction

How to Screen and Backtest to Select Stocks Primed to Outperform

Thu, Jun 25, 2:00PM CDT

An introduction to screening and backtesting and their potential to select assets for your portfolio.

• What is the potential of screening?
• How to run a screen that works.
• Why backtest?
• Quick addition of a ranking formula.
• Applications of rolling backtest.

Special Series

Stress Testing Your Investment Strategy

Wed, Jun 17, 12:00PM CDT

Our Riccardo Tambara will guide you through an introduction on how to reduce overfitting and improve the reliability of your Strategies.

• Why is stress testing fundamental to create a robust Strategy?
• Indicators of potential overfitting.
• Improving your strategy.
• Advanced testing tools: optimizer and rolling test.

Select one or more dates

Previous Webinars

Watch one of our previous webinars at a time that best suits you!

How to Screen and Backtest to Select Stocks Primed to Outperform

How to Use Ranking to Select Stocks Primed to Outperform

Strategy Simulation: Create and Simulate an Investing Strategy

Strategy Design: Part 1 - A Roadmap From "What now?" to "I got it!"

Fundamental Analysis Indicators for Successful Investing

Ready to get started?

Start for Free

Products

Pricing

Resources

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.