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


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


Invest Membership requires nothing more than a sign up to enjoy these great features
  • Access to top quality data through our thoughtfully designed stock pages
  • All the great Invest tools, like our reimagined Watchlists and stock timeline
  • Access to Portfolio123 Models and Designer Models
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


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

Starting at $38 per month

Asset Manager

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

Starting at $3,000 per year


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

Starting at $3,000 per year


Professors, Students and Educational institutions using Portfolio123 in classrooms

Cost-per-student less than a textbook! For more information, Contact Us.

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