Portfolio123
Quantitative stock screening and portfolio backtesting for systematic investors
Our Verdict
Portfolio123 is the most powerful quantitative screening platform for retail investors. If you want to build systematic, factor-based strategies without coding, nothing else comes close.
Best for: Systematic investors who want quantitative factor-based portfolio construction
What is Portfolio123?
Portfolio123 is a quantitative investing platform that lets you screen stocks using 500+ fundamental and technical factors, backtest multi-factor strategies over 20+ years, and manage model portfolios that auto-rebalance. Used by systematic investors who want data-driven portfolio construction without writing code.
Pros & Cons
Pros
- + Deepest quantitative screening available to retail investors
- + 20+ year backtesting period for robust validation
- + Model portfolios auto-rebalance on schedule
- + No programming required for quantitative strategies
- + Comprehensive factor library
Cons
- − Pro plan is expensive at $83/month
- − Steep learning curve for factor modeling
- − US stocks only
- − Interface is functional but dated
- − No charting or technical analysis tools
Key Features
Portfolio123 Pricing
Free
- ✓ Portfolio tracking
- ✓ Brokerage linking
- ✓ Watchlists
- ✓ Basic features
Screener
- ✓ Stock & ETF screening
- ✓ 460+ metrics
- ✓ 5 years backtest data
- ✓ Basic ranking
Pro
- ✓ All Screener features
- ✓ 20 years backtest
- ✓ Multi-factor ranking
- ✓ Model portfolios
- ✓ API access
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