Pricing

Invest

For investors looking for a better way to manage their brokerage accounts.

Research

Create, backtest and invest in your own rule based investment strategies.
Free 15 Day Trial!

Features & Limits

FREE

- Connect With Your Broker
- Track Different Strategies in a Single Account
- Create Watchlists
- Get Personalized Timelines for Your Stocks
- Research Stock Performance and Fundamental Data
- Create Paper Accounts
- Rebalance Your Portfolio
- Get Real-time Prices
- Follow Free Expert Stock and ETF Models
- Notate Your Own Stock Opinions
Powerful financial engine driven by S&P Compustat & CapitalIQ data
Point-in-time history with ratios, estimates, aggregates, and more
Simple and intuitive tools for developing ranking systems, screens, and automated trading system
Ability to backtest a system using real-world assumptions

Individual

Retail investors making investment decisions for personal accounts and/or those of direct dependents

Starting at $38 per month
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Free Trial

15 days. No auto-renewal.

Asset Manager

Users managing equity assets as part of a regular course of business

Starting at $3,000 per year
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Free Trial

15 days. No auto-renewal.

Research

Users of Portfolio123 creating research as part of a regular course of business

Starting at $3,000 per year
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Free Trial

15 days. No auto-renewal.

Educational

Professors, Students and Educational institutions using Portfolio123 in classrooms

Cost-per-student less than a textbook!
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