VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Saturday, January 17, 2026
Portfolio123 Review, Pricing, and Features
Portfolio123
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Rules‑based quant research and portfolio‑management platform. Free Manage module covers multi‑account tracking, watchlists, and broker connectivity, while paid Research/DataMiner/API tiers unlock multifactor ranking, screening, long history backtests, AI Factor, and programmatic access. API & DataMiner use an API‑credit system with monthly caps that depend on your membership; the 21‑day paid Research trial excludes API/DataMiner and runs on a limited history slice.
Community votes (overall)
Key features
- Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias.
- Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems.
- Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues.
- AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
- Manage module (free) provides portfolio/account tracking with real‑time quotes, multi‑account strategy tracking, stock timelines, integrated research views, and re‑imagined watchlists that chart watchlist performance vs benchmarks.
- Broker connectivity enables sending orders from Portfolio123 to linked brokerage accounts (e.g., Interactive Brokers, Tradier), syncing holdings and fills automatically while keeping assets at your existing broker.
- Designer Models and Portfolio123 Models offer followable systematic strategies from staff and community, backed by documentation and a Ready‑to‑Go model marketplace intended for live or paper trading.
- DataMiner desktop tool and REST API expose endpoints for screening, ranking, point‑in‑time factor data, universes, prices, strategies, stock factors, and custom data series, all governed by an API‑credit system with monthly caps per membership.
- Python SDK (p123api) wraps the REST API, handling authentication, retries, and low‑level HTTP, and supports returning results either as JSON or Pandas DataFrames for quantitative research in Jupyter/Colab and local IDEs.
- Extensive factor library and language include hundreds of fundamental, technical, sentiment, and macro indicators (GDP, interest rates, unemployment, consumer sentiment, housing, etc.), documented in a public Factor Reference with links to underlying FRED series.
- Pricing structure combines a free Manage plan, paid retail research tiers for individual investors (stated as starting near $25/month for personal accounts under $5M AUM), and separate professional/API plans and regional add‑ons for institutions and universities. Exact entitlements and current prices are shown on their pricing/registration flows.
Data partners
Primary provider of equity fundamentals, estimates, and European coverage powering point‑in‑time stock and ETF datasets.
S&P Global Market Intelligence (Compustat & Capital IQ)
Optional licensed 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.
Source for many macroeconomic time series exposed as built‑in macro factors in the Factor Reference (GDP, rates, unemployment, sentiment, housing, etc.).
FAQ
Is Portfolio123 free?
Not entirely. Portfolio123 includes a free tier, but its paid subscription 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
- Substack: Jera Value
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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).
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