Portfolio123
Cary
"Extremely powerful and unique tool"
Extremely powerful and unique tool. Im not aware of any other like it on the market. Despite having no formal finance background I have decisively beaten my benchmark index for multiple years with real money investing in companies that are off most other people's radar. Once you get used to systematically investing with a model you will wonder how you did it any other way (or how you could do it any other way). The staff is extremely knowledgable and responsive. The user community is generous and supportive. Beyond that, the tool is just fun to research, test theories and play around with.
Erik
"By far the best site for creating…"
By far the best site for creating models to beat the market. It’s changed my life.
Richard Moore
"Easy to use but powerful functions"
Easy to use but powerful functions, backtesting & simulations. My results have been very good and could even be better if I would not try to second-guess my model
Al
"I really like P123 works"
I really like P123 works. The criteria for screens are easy to create and change. It's not a dumbed down version like I've seen on other sites. The backtesting is an interesting and useful feature.
To get a 5 star rating you would need to (1) change FCF to exclude dividends (that is so weird and causes me more work to get around), (2) add Invested Capital as a criteria in screening (this would also save me a lot of work), and add foreign stocks to screening universe (I wish you luck in this endeavor. At this point I cannot contribute.)
Kevin
"Highly recommended"
They make a great product and offer a good service. They are responsive. It takes time to learn their tools and how to navigate their website which is no different than any other comparable site except that you are doing far less coding from scratch and more actual thinking and developing trading models.
mike
"Portfolio123 is an awesome site with so many tools"
Portfolio123 is an awesome site with so many tools to help investors. They are very responsive and they are often on message boards with help and will respond to emails as well.
Francois
"Always above and beyond expectations…"
Always above and beyond expectations for customer service.
Ticiano Rego
"Excellent plataform"
Excellent plataform, very helpful support and great community. P123 was a game changer for me.
Mark
"Great Experience"
Portfolio123 is a very well run organization. The platform is excellent and has a wide range of capabilities. The staff has always been helpful.
paris
"We need european stocks date"
We need european stocks date
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