Your data on Portfolio123 counts towards your allocated resource units. If you hit your limit, you will no longer be able to create new items unless you delete old items, upgrade to a higher membership, or purchase additional resource units.
Resource Units by Item Type
|
Item Type |
Location |
Resource Units |
|
Live Strategies & Books |
Research |
10 |
|
Simulated Strategies |
Research |
5 |
|
Screens, Simulated Books, |
Research |
3 |
|
Accounts |
Manage |
3 |
|
Ranking Systems |
Research |
2 |
|
Strategies |
Manage |
2 |
|
Custom Series, Custom Formulas, Lists, |
Research |
1 |
|
Compare Reports, Fundamental Charts, |
Manage |
1 |
If you choose to purchase additional resource units on top of your membership’s allotment, the pricing is as follows:
|
Additional Resource Units |
Monthly Cost |
|
50 |
$10 |
|
100 |
$20 |
|
500 |
$30 |
|
1,000 |
$50 |
|
2,000 |
$100 |
Allocation Examples
1. If you are on the free Manage membership (which has a capacity of 50 resource units) and have
- 3 Accounts,
- 15 Strategies (5 Strategies in each Account),
- 5 Watchlists,
your allocation would be 3×3 + 15×2 + 5×1 = 44 (or 88% of capacity).
2. If you are on the Portfolio membership (which has a capacity of 5000 resource units) and have
- 11 Live Strategies,
- 50 Strategy Simulations,
- 20 Stock Screens,
- and 30 Custom Formulas,
your allocation would be 11×10 + 50×5 + 20×3 + 30×1 = 450 (or 9% of capacity).