Manage (Free)
$0For free account and strategy tracking
- Portfolio tracking, notes, trades, and charts.
- Supported broker connections and watchlists.
VOL. XCIV, NO. 247
Checking
Portfolio123 Review, Pricing, and Features
By Jera Value · Verified Sep 2026
Portfolio123 lets you turn investment ideas into stock or ETF screens, factor rankings, and historical strategy tests. Build rules around point-in-time data, examine simulations, and manage holdings through the separate Manage module. Higher research plans add custom ranks, longer tests, live strategies, and optimization tools. Free Manage is ongoing, while free research access is temporary. API and raw-data rights need careful attention to separate licenses and account terms.
Verdict
Worth it if you develop factor-based screens and test systematic investing rules.
- Factor research: build rankings from your own formulas
- Strategy testing: simulate buy, sell, and portfolio rules
- Account review: track supported brokers in Manage
Skip it if you want simple stock picks or unlimited free strategy research.
- Temporary research: free screening and backtesting lasts 30 days
- Separate rights: raw data and API uses can require licenses
- Advanced workflow: useful models take setup and judgment
Portfolio123
Affiliate link. We may earn a commission at no extra cost to you.
Affiliate link. We may earn a commission at no extra cost to you.
Web / API / Desktop · How this site is funded
Pricing
Prices checked6 plans
Save up to 29% yearly
Free Screener & Backtesting Access
$0For trying screens and backtests
- 30 days of screener and backtesting access.
- No credit card required.
Screener
$300/yrBilled annually· Save 29% vs monthlyFor screening US and Canadian stocks
- Stock/ETF screens and predefined ranks.
- Five years of screen backtests.
- 400 resource units and 250 monthly API calls.
Backtest
$1000/yrBilled annually· Save 28% vs monthlyFor testing custom ranking systems
- Custom ranking systems and portfolio simulations.
- 10 years of backtests.
- 1,000 resource units and 500 monthly API calls.
Portfolio
$1500/yrBilled annually· Save 28% vs monthlyFor running live research strategies
- Live strategies, hedging, and AI Factor.
- 15 years of backtests.
- 5,000 resource units and 1,000 monthly API calls.
Ultimate
$2400/yrBilled annually· Save 28% vs monthlyFor research needing deeper optimization
- Position sizing, regression, and optimizer.
- 20 years of backtests.
- 10,000 resource units and monthly API calls.
Professional / API & Data Licenses: contact sales for a quote.
Deals
25% off the first year of Portfolio123 Ultimate with annual billing for non-professional subscribers
Key features
Factor rankings
Combine fundamental and market factors into custom ranking systems.
Stock and ETF screens
Filter supported universes to find research candidates.
Strategy simulations
Test rules, position sizing, and rebalancing with historical inputs.
Point-in-time research
Use historical data designed to avoid future information in a test.
AI Factor
Eligible plans train model-based return predictors.
Manage portfolios
Track accounts, trades, and watchlists with supported broker connections.
Licensed APIs
Access supported ranks, universes, and factor series under applicable data terms.
FAQ
Is Portfolio123 free?
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?
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?
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?
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.
Tool details
Highlights
- Free tier available
- Starred: An editor pick: I would reach for it first in its category. Not for sale.
- Tested: I used the product myself, long enough to have an opinion about it. Not a full audit.
- Domain rating37: Ahrefs scores how strong a site's backlinks are, from 0 to 100. A high score usually means an established site that many others cite and trust.
Domain Rating by Ahrefs
Granularity & latency
- EOD
- Real-time
- End of Day
Asset types
- Stocks
- ETFs
- Closed-End Funds
Target audience
Coverage regions
Alternatives
If Portfolio123 is not the right fit, these substitutes come closest.
Comparisons
Already weighing Portfolio123 against something specific? Start here.
Keep Exploring
Best Screeners ToolsScreeners tools ranked by reader votes and research.
Best Data Visualizations ToolsData Visualizations tools ranked by reader votes and research.
Free Screeners ToolsScreeners tools you can start using without paying.
All Screeners ToolsEvery Screeners tool in the directory, side by side.
Best Investing Tools RankingThe global leaderboard of investing tools, ranked by votes and research.
Free Investing ToolsEvery tool with a free plan, from screeners to portfolio trackers.
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.