Research
Be a cold blooded investor. Create, backtest, and invest in your own rule-based strategies. See why professionals and academics trust Portfolio123.- Best data in the business
- Professional level quant tools
- Flexible yet simple workspace
- Ludicrously fast simulation engine
- Expert community ideas
Manage
Manage your accounts like never before. Everything you are used to using has been reimagined and improved.- Enjoy free real-time quotes
- Analyze with free investor tools
- Manage multiple accounts easily
- Send orders to your broker
- Keep track of your decisions
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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 portfolio should be possible for everyone.
FOUNDED IN
2004
We've been around a long time!10+
IVY LEAGUE UNIVERSITY MBA PROGRAMS
The best minds love our products
40+
YEARS OF MARKET EXPERIENCE
Our team has seen all crashes since 1980
2,000+
EXPERT USER COMMUNITY
Join our forums for truly useful discussions
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 strategiesSilence 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 folkloreLearn 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 successThere 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 possiblePerfect balance
The three ingredients to success when using a mechanical system are purely mathematical tools, real world consideration, and lots of experience to put it all togetherStock 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 marketTestimonials
“Portfolio123 truly offers a wealth of useful features that serious and devoted investors can benefit from.”
— American Association of Individual Investors.
— American Association of Individual Investors.
“Portfolio123 is the best trading and investing tool that I've ever seen. It has the best point-in-time data you can get as a retail investor, and the price is a steal. It also has a great community. I've made hundreds of thousands of dollars with the trading system I built with Portfolio123. It's a great tool, run by wonderful people.”
— Andreas Himmelreich, trader/investor since 1996
— Andreas Himmelreich, trader/investor since 1996
“If you're looking for a powerful tool to help research and build systematic quantitative investing strategies, you've come to the right place. Check for yourself whether the mental models and criteria which investors use to select investments actually ‘work.’ You may be surprised at what you find.”
— Shane Milburn, investor
— Shane Milburn, investor
“After subscribing for a few months, Portfolio123 became my obsession. It enabled me to consistently beat the market by a large margin. And it allowed me to research the stock market in depth. In fact, I liked Portfolio123 so much that after four years, I joined the company as product manager.”
— Yuval Taylor, researcher and investor
— Yuval Taylor, researcher and investor
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