Develop your own rule-based strategies with no programming required! Both rank novices and experienced quants love our intuitive interface. Portfolio123 is a time tested and trusted service. We've been refining it since 2004.Get Started
Research as a SolutionResearch is our solution for institutional and retail investors who want to construct, validate and deploy rule based strategies in a fraction of the time it takes using traditional quant tools.
Best-in-Class DataPortfolio123 is powered by data trusted by both Wall Street and academia: FactSet. Data by S&P Global Market Intelligence's Compustat and CapitalIQ available via a data license.
Unbelievably Fast EngineYou will not believe it until you see it. Run simulations of hundreds of factors in seconds.
Web Based and SecureEverything runs from your browser. No need to install any software or hardware. With top class security measures, your data is secure too.
Easy to LearnSimple and intuitive interface presents systems in a natural, readily understandable way. No manuals necessary (although we have those too).
ConnectA lively community of professional investors, skilled market participants, and Portfolio123 staff will aid, entertain, and educate.
Years of ExperienceWe know data. We have been providing the best research tools available anywhere since 2004. Our team's Wall Street experience goes back all the way to the 1980's.
Rules-Based Investing is Flat Out BetterConverting an investment strategy into a set of rules cuts down research time, helps to eliminate emotions and helps uncover stocks you previously had not heard of.
Multifactor RankingClassify your universes to find what you need
Stock & ETF DataAccess to the best-in-class data
StrategiesWhere all the components converge
ScreeningScan the market in the present and past
Book of StrategiesTest strategies together
Realistic SimulationsTest using real world assumptions
DataMiner & APIGet even faster results
Run hundreds of operations with one click. Our solution for direct access to our point-in-time factors and simulation engine.Learn More
Over 15,000 current US, Canadian, and European stocks are covered, with many thousands more in the past.
How I Made a Million Bucks
Read how one of our users has used Research to find his financial success.
What can you do with Portfolio123?
Academic-type long-short risk factor studies comparing baskets of 100+ stocks
Multi-factor Value ranks applied to a custom universe of companies with good growth rates
Market timing macroeconomic and technical models
Run hundreds of simulations with permutations to test for robustness
Position sizing based on volatility, sales, or any other formula
The Devil is in the Details
Consider these questions before subscribing to an alpha research product:
Do the people in the development team have the necessary know-how?
Null data is everywhere in financial ratios. Is it handled seamlessly?
Are press-releases being handled reliably and point in time?
Is the data free of look-ahead bias, survivorship bias, or artificial lagging?
Are issues and compromises being communicated transparently and honestly?
Is the cost of transactions and liquidity being taken into account in simulations?
Is every data point Point-In-Time, including amended data, estimates revisions, and industry classifications?
Are dividends awarded on the ex date and paid on the pay date?
Is your voice heard? Is the product actively and passionately developed?
Portfolio123 answers yes to all of them.
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