★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Portfolio123 Review, Pricing, and Features
Portfolio123
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Portfolio123 is a rules-based quant research and portfolio-management platform for investors who want stock and ETF screeners, ranking systems, factor research, realistic backtests, strategy simulations, portfolio tracking, broker connectivity, and API/DataMiner access. It is strongest for systematic investors who want point-in-time research workflows without building everything from code.
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Pricing
Free • From $25/mo · Enterprise · 5 plans
Manage (Free)
Free portfolio management and brokerage‑connectivity module for tracking and trading across accounts.
Free Screener & Backtesting Access
Homepage-led free access offer for trying screener and backtesting before upgrading to Research.
Retail Research Plans
Annual‑billed quant research tiers for non‑professional investors; feature set and backtest duration scale with plan.
Professional / API & Data Licenses
Plans for asset managers, research providers, and academic users that need API access, multi‑region data, and/or vendor data licenses.
Research Trial
Paid 21‑day trial of the Research tools for new users before choosing an annual plan; current special-offer page shows $19.
Deals
35-day trial for referred users
Affiliate linkKey features
- Tools for building multifactor ranking systems, stock screens, ETF screens, and complete rules-based strategies through a web research environment.
- Tools for running simulations and backtests with long historical equity data, custom universes, buy and sell rules, position sizing, hedging, rebalancing, and realistic assumptions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Tools for creating ranking systems from fundamental, technical, sentiment, and macro factors, including public factor documentation and FRED-linked economic series.
- AI Factor to train machine-learning predictors for expected returns and feed those predictions into rankings, simulations, and asset-level analysis.
- Tracking portfolios through the free Manage module with multi-account tracking, real-time quotes, watchlists, stock timelines, integrated research views, and benchmarked watchlist performance.
- Connections for supported brokers such as Interactive Brokers and Tradier to sync holdings and fills or send orders while assets remain at your broker.
- Tools for exploring Designer Models and Portfolio123 Models when you want followable systematic strategies from staff or the community.
- The REST API, DataMiner, and Python SDK for screens, ranks, point-in-time factor data, universes, prices, strategies, custom series, JSON, text output, or Pandas workflows.
- Tier gating: free Manage is separate from paid Research, screener, backtesting, DataMiner, API, region, and data-license workflows.
- Portfolio123 is suited to systematic research and portfolio workflows, not for a beginner quote portal or a discretionary analyst-report library.
Data partners
Primary provider of equity fundamentals, estimates, and European coverage powering point‑in‑time stock and ETF datasets.
S&P Global Market Intelligence
Optional licensed Compustat and Capital IQ data accessible via certain API endpoints for users with their own vendor agreements.
Listed in page footers as the provider of certain price and market data used in models and charts.
FAQ
Is Portfolio123 free?
Not entirely. Portfolio123 includes a free tier, but its paid subscription and other options unlock more capacity. Visit the vendor site for current limits and pricing. Enterprise quotes are handled directly with the vendor.
Who is Portfolio123 best for?
Portfolio123 is built for Retail Traders, Pro Retail, Institutional Investors, Analysts, Quants/Developers, Financial Advisors + 1 more. It suits beginner, intermediate, and advanced users.
What platforms and connections does Portfolio123 support?
You can use Portfolio123 on Web and Desktop. Portfolio123 offers an API (REST) with APIKey authentication. Integrations include Interactive Brokers and Tradier.
Which markets does Portfolio123 cover?
Portfolio123 covers North America and Europe. Examples include US and CA. It tracks Stocks, ETFs, and Closed-End Funds. Identifiers include Ticker.
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About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Website: Jera Value
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Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
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These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.