EPS Momentum vs Portfolio123 comparison

Unique

• Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view.
• Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders.
• Estimates Revision Score (RS) that tracks changes in Wall Street earnings and sales forecasts to highlight positive and negative revision regimes.
• Timing Momentum framework combining five proprietary intraday signals—Trend, Price Momentum Slope, Relative Market Rank Slope, Powerdays and EMA 20/50—to help decide when to enter or exit positions.
• Post Earnings Announcement Drift (PEAD) “Stock Drift” model that uses the first 24 hours after earnings (pre/post-market and first trading session) plus up to 10 years of history to project a 90‑day price path with bands.
• Dozens of idea-generating Stock Scanners across fundamentals, price action and proprietary signals (Earnings Momentum, Timing Momentum, Revision Winners, Powerday breakouts, slope/volatility regimes).

Unique

• 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.