Portfolio123

Money & Insurance
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39 reviews
Overall Rating
Customer Reviews about

Portfolio123

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Cary

5.00/5.00

"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.

11/12/2020

Erik

5.00/5.00

"By far the best site for creating…"

By far the best site for creating models to beat the market. It’s changed my life.

04/12/2020

Richard Moore

5.00/5.00

"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

04/12/2020

Al

4.00/5.00

"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.)

04/12/2020

Kevin

5.00/5.00

"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.

03/12/2020

mike

5.00/5.00

"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.

03/12/2020

Francois

5.00/5.00

"Always above and beyond expectations…"

Always above and beyond expectations for customer service.

03/12/2020

Ticiano Rego

5.00/5.00

"Excellent plataform"

Excellent plataform, very helpful support and great community. P123 was a game changer for me.

14/08/2020

Mark

5.00/5.00

"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.

14/08/2020

paris

5.00/5.00

"We need european stocks date"

We need european stocks date

07/06/2020
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