Whether you are an expert or novice investor, a hands-off investors , a professional money manager, still in school, or “just looking”, Portfolio123 has something you will want.
Sophisticated Investors
Want to analyze stocks like a pro? Or automate your strategies and remove emotional decisions? Or how about running what-if scenarios in the past? With Portfolio123 you can. Portfolio123 has truly made institutional research easy to use and accessible. Check out our Research section and take your strategies to the next level.
Novice Investors
Individuals investors have an incredible advantage: they are nimble and are able to buy any stock due to their relatively small account size. However, for a variety of reasons, most investors end up investing with ETFs or mutual funds. This is like leaving money on the table and it’s our mission to show you that owning stocks is safer, better, and more fun. Check out our Manage section to get started.
Hands off Investor
If you want to see your money grow exponentially, and better than the market, you will need to invest in focused strategies of stocks. With our advisor services we offer a way to invest in focused strategies, made up of individual stocks, at the price of traditional robo advisors. Check out our Advisor section to learn more.
Professionals and students
If you are looking for a faster and more effective ways to do quantitative equity research, Portfolio123 has you covered. We created a true point in time engine using the best data in the business from Compustat, CapitalIQ, and ICE. You don’t need to be a programmer or install servers. Just enter your strategy in a familiar way using buy/sell rules, position sizing and pre-built factors. You will be up and running in no time. Start your Research trial today and see why Portfolio123 is trusted by money managers and top MBA programs. Check out our Research section to learn more.
Just Looking, thanks!
If you are not ready to invest our tools can run in “paper” mode. You can create paper accounts, follow our pre-built strategies or run your own manual portfolio. You can do all this completely free simply by signing up.