Pricing

Invest

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

View

Research

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

View

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

FREE

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

Asset Manager

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

Starting at $3,000 per year

Research

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

Starting at $3,000 per year

Educational

Professors, Students and Educational institutions using Portfolio123 in classrooms

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

More Details

Ready to get started?

Products

Resources

Legal

Pricing

Questions

Portfolio123 Securities LLC d.b.a. Portfolio123 Advisor is an SEC Registered Investment Advisor

For Portfolio123 Advisor Clients:
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Portfolio123 Securities LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with your accountant or legal counsel prior to implementation. This website may provide links to others for the convenience of our users. Our firm has no control over the security, accuracy or content of these other websites.

Advisory services are offered through Portfolio123 Securities LLC d.b.a Portfolio123 Advisor, an SEC registered investment advisor firm domiciled in the State of Illinois. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

For information concerning the status or disciplinary history of a broker/dealer, investment advisor and/or their associated representatives, a consumer should contact their state securities administrator or review information provided on the SEC's website at www.adviserinfo.sec.gov.