Why Portfolio123?

To win in the stock market you need to be consistent, disciplined, and dispassionate.

Portfolio123 translates an investment strategy into an algorithm so you can follow it consistently and unemotionally.

But, as with any algorithm, it's all about data quality and the expertise to use it. With over 10 years of experience, we know all the pitfalls.

Invest - Create - Research

We created a suite of products to help investors manage their portfolios.

Invest by following our guru screens or Designer Models developed by our successful users.

Are you looking to Create your own strategy? It's all here: institutional quality point-in-time data and an insanely fast simulation engine.

Research, your way. We leveraged our engine and data to create customizable research that you will only find here.
(228) 425-2906