About Portfolio123
Portfolio123 is a professional-grade investment research, screening, and backtesting platform built for traders, portfolio managers, and data-driven investors. It allows users to create custom stock screeners, simulate portfolios, and develop systematic strategies using fundamental and technical factors—all powered by institutional-quality data.
Key Features
-
Powerful Stock Screener
Build custom screens using over 10,000 fundamental and technical data points. -
Backtesting Engine
Test trading strategies across decades of market history to validate performance and risk. -
Portfolio Simulation
Create model portfolios, rebalance rules, and compare performance against benchmarks. -
Ranking Systems
Combine multiple metrics into a weighted scoring system to identify high-quality stocks. -
ETF & Factor Data
Access advanced factor analytics, macro indicators, and ETF-level analysis. -
Custom Formulas
Use formula-based logic to create your own metrics and trading conditions. -
Real-Time Data & Alerts
Get live price updates, watchlist tracking, and rebalancing notifications. -
Community & Shared Strategies
Explore community-built screens and share your own trading models with others.
Who It’s For
-
Quantitative traders developing systematic strategies
-
Fundamental investors testing factor-based models
-
Portfolio managers optimizing diversification and returns
-
Advanced retail investors seeking institutional-grade tools
Why Traders Choose Portfolio123
-
Unmatched Flexibility – Full control to build, test, and execute any trading model.
-
Institutional-Grade Data – Reliable fundamental and market data for robust research.
-
All-in-One Workflow – Screen, backtest, simulate, and execute—all in one platform.
How It Works
-
Create an account and log in to Portfolio123.
-
Build a custom screener or ranking system using your preferred metrics.
-
Run backtests to analyze performance and drawdowns.
-
Convert results into a live or simulated portfolio with automated rebalancing.
Pros
-
Deep backtesting capabilities with customizable metrics
-
Combines fundamentals, technicals, and factors seamlessly
-
Ideal for quant and data-driven investors
