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Manage

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

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Research

Create, backtest, and invest in your own rule based investment strategies.
Try it for three weeks for only $9!

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Features

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

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Powerful financial engine driven by FactSet 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 $25 per month

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21 days for $9. 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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21 days for $9. No auto-renewal.

Researcher

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

Starting at $3,000 per year

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21 days for $9. No auto-renewal.

Educational

Professors, Students, and Educational institutions using Portfolio123 in classrooms

Cost-per-student less than a textbook!

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21 days for $9. No auto-renewal.
University admins/professors only

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