About Portfolio123

Portfolio123 is a professional-grade investment research, screening, and backtesting platform built for traders, portfolio managers, and data-driven investors. It allows users to create custom stock screeners, simulate portfolios, and develop systematic strategies using fundamental and technical factors—all powered by institutional-quality data.

Key Features

• Powerful Stock Screener
  Build custom screens using over 10,000 fundamental and technical data points.

• Backtesting Engine
  Test trading strategies across decades of market history to validate performance and risk.

• Portfolio Simulation
  Create model portfolios, rebalance rules, and compare performance against benchmarks.

• Ranking Systems
  Combine multiple metrics into a weighted scoring system to identify high-quality stocks.

• ETF & Factor Data
  Access advanced factor analytics, macro indicators, and ETF-level analysis.

• Custom Formulas
  Use formula-based logic to create your own metrics and trading conditions.

• Real-Time Data & Alerts
  Get live price updates, watchlist tracking, and rebalancing notifications.

• Community & Shared Strategies
  Explore community-built screens and share your own trading models with others.

Who It’s For

• Quantitative traders developing systematic strategies

• Fundamental investors testing factor-based models

• Portfolio managers optimizing diversification and returns

• Advanced retail investors seeking institutional-grade tools

Why Traders Choose Portfolio123

• Unmatched Flexibility – Full control to build, test, and execute any trading model.

• Institutional-Grade Data – Reliable fundamental and market data for robust research.

• All-in-One Workflow – Screen, backtest, simulate, and execute—all in one platform.

How It Works

1. Create an account and log in to Portfolio123.

2. Build a custom screener or ranking system using your preferred metrics.

3. Run backtests to analyze performance and drawdowns.

4. Convert results into a live or simulated portfolio with automated rebalancing.

Pros 

• Deep backtesting capabilities with customizable metrics

• Combines fundamentals, technicals, and factors seamlessly

• Ideal for quant and data-driven investors