Portfolio123

Financial Operations and Advisory
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39 reviews
Overall Rating
Customer Reviews about

Portfolio123

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Steve

5.00/5.00

"Awesome investment site"

Awesome investment site. It keeps getting better and better!

29/05/2020

Richard Frank

5.00/5.00

"You work towards continuous…"

You work towards continuous improvement. I wish you would not waste your time and resources on European stocks.

29/05/2020

Shiraz Lakhi

5.00/5.00

"Nearly 10 Years of Superior Service - Small Token of Appreciation"

Number one priority for any serious investor is 'quality of data', as well as functionality and ease of use. P123 is easy to learn and get going with, and allows you to learn fundamental factors/codes at your own pace. I have been using the service for nearly 10 years now, and it is very much a part of my development (still ongoing) as a disciplined investor/analyst religiously focused on company fundamentals (and a sprinkle of technical timing). No screener, or backtesting software is worth it's salt without the highest quality and integrity of data. And P123 scores 5/5 on that highest priority. It's been good to me - hence this lengthy review as a small token of appreciation.

29/05/2020

Matthias Strohschneider

4.00/5.00

"Very flexible stock screening and backtesting platform"

This is the best and most flexible platform for stock and ETF screening, ranking and backtesting I know.

With main focus on fundamentals, you can test, combine and vary hundreds of parameters. No programming knowledge required.

One restriction: Portfolio123 does not support intraday trading.

09/04/2020

Richard O Chavez

5.00/5.00

"Green Is My Favorite Color"

Portfolio123 is unique in that the tools are in front of you.
Tools that are simple enough to manipulate to attain an outcome of performance. Yes I would recommend this software to anyone who
is ambiguous and want results in the stock market.

12/02/2020

TCV

4.00/5.00

"screens work ..get back testing or you…"

screens work ..get back testing or you will not really know what is best.
Probably need a month or two of back-testing to get things tested and tuned for your needs. that's the Basic Public Screen plus testing them with the different Setting/Ranking methods is a lot of combinations to start from. Then you can tweak for bad /good market situations.

15/01/2020

Jonathan Crocker

5.00/5.00

"Amazing product"

Have used it for years and I appreciate having some mechanical non emotional and time proven trading strategies. The forums are super helpful for ideas and advice. A game changer for me...

18/12/2019

Bradsingh Brad

5.00/5.00

"Best screener available!"

Best screener available!

11/12/2019

Antonio Santarsiero

5.00/5.00

"I have been using their ranking and…"

I have been using their ranking and simulation tools for years to run my investment strategies. Great service!

02/12/2019
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