Portfolio123's client base is comprised of individuals, professional investors, and students.
Charles Lee as an informational arbitrage process that involves equity valuation, cash flow analysis, quality of earnings assessment, short-selling mechanics, portfolio risk management, and hedge fund performance evaluation.
University of Miami licenses Portfolio123 for use by students enrolled in finance courses. Professor Sandro Andrade relies on Portfolio123 as experiential learning tool in his Portfolio Management class, which focuses on quantitative active management of equity portfolios.
David Ng's course, "Valuation of Capital Investment," primary focus is on equity valuation models.
Gianfranco Forte relies on Portfolio123 as a powerful tool to explore bias in stock prices, the relevance of valuation models, behavioral anomalies and to introduce students to quantitative active management of equity portfolios.