VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Portfolio123 Review, Pricing, and Features
Portfolio123
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Portfolio123 combines stock and ETF screens, ranking systems, point-in-time backtests, portfolio tracking, broker links, DataMiner, and API access.
Best for
- Rules-based investors looking for point-in-time stock and ETF simulations.
- Quants needing ranking systems, custom formulas, and API/DataMiner access.
- Investors who want portfolio tracking and systematic research in one service.
Watch out
- Free Manage covers portfolio tracking. Time-limited access covers screener and backtesting use before a paid Research plan, while API and DataMiner require separate paid access.
- General registration offers 30 free days of screener and backtesting access. The affiliate page separately promises referred users 35 days and still compares that offer with a 21-day trial.
Community votes (overall)
No votes yet. Be the first to rate this tool.
Pricing
Free • From $25/mo · Enterprise · 4 plans
Manage (Free)
Free portfolio management module for tracking and trading across connected accounts.
Free Screener & Backtesting Access
Homepage-led free access offer for trying screener and backtesting before upgrading to Research.
Retail Research Plans
Research tiers for individual investors. Features and backtest history vary by plan.
Professional / API & Data Licenses
Plans for professional and academic users who need API access, multiple regions, or vendor data licenses.
Deals
Key features
- Build multifactor ranking systems, stock screens, ETF screens, and rules-based strategies.
- Run simulations with custom universes, buy and sell rules, position sizing, hedging, rebalancing, slippage, and commissions.
- Point-in-time data designed to avoid survivorship and look-ahead bias, with fundamentals, estimates, corporate actions, sector and industry classifications, and historical issues.
- Create 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.
- Track multiple accounts, quotes, watchlists, stock timelines, and watchlist performance in the free Manage module.
- 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 and DataMiner cover screens, ranks, point-in-time factor data, universes, prices, strategies, and custom series.
- Free Manage and time-limited screener access are separate from paid Research, DataMiner, API, region, and data licenses.
- The service does not provide a beginner quote portal or a library of discretionary analyst reports.
Data partners
Provider of equity fundamentals, estimates, and European coverage used in 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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Information
Who runs this
I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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How this site is funded
Some provider links pay me a commission. It costs you nothing. Sponsors can buy the ad slots marked as such. Neither moves a tool up the rankings or earns it a star. Your votes set the order, and I fix errors for free.
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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.