Audience

Investors seeking a portfolio management solution to manage their stock strategies

About Portfolio123

Be a cold-blooded investor. Create, backtest, and invest in your own rule-based strategies. See why professionals and academics trust Portfolio123. Manage your accounts like never before. Everything you are used to using has been reimagined and improved. Enjoy free real-time quotes, analyze with free investor tools, manage multiple accounts easily, send orders to your broker, keep track of your decisions. Best data in the business, professional-level quant tools, flexible yet simple workspace, ludicrously fast simulation engine, and expert community ideas. We believe the world needs a better solution for investing. Our mission is to help everyone own stocks, increase their chances for better returns, and enjoy life. No matter how much time you want to dedicate to making investment decisions, from “set it and forget it” to learning about things like free cash flow and factor models, managing your portfolio should be possible for everyone.

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Pricing

Starting Price:
$9 per 21 days

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

Portfolio123
www.portfolio123.com

Videos and Screen Captures

Portfolio123 Screenshot 1
Portfolio123 Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Webinars
Videos
Support
Phone Support
24/7 Live Support
Online

Portfolio123 Frequently Asked Questions

Q: What kinds of users and organization types does Portfolio123 work with?
Q: What languages does Portfolio123 support in their product?
Q: What kind of support options does Portfolio123 offer?
Q: What type of training does Portfolio123 provide?
Q: How much does Portfolio123 cost?

Portfolio123 Product Features

Stock Portfolio Management

Order Management
For Traders
Billing & Invoicing
Client Management
Wash Sale Detection
Portfolio Rebalancing
Technical Analysis
For Investment Advisors
Data Warehousing
Portfolio Accounting
Tax Management
Risk Management