Portfolio123

Portfolio123 helps investors of all levels build, test, and launch stock strategies, no programming required. Whether you're an independent investor looking to outperform the market, or a professional quant or PM replacing a full research stack, Portfolio123 gives you the tools to go from idea to execution using a single, powerful platform. Backtest strategies with 20+ years of point-in-time financial and pricing data Build custom screeners and ranking models with a sophisticated factor library Optimize with AI and machine learning — no dev team needed Connect your data via API or use Dataminer to expand your research Model long/short portfolios, run simulations, and generate signals Trusted by individuals and institutions alike, Portfolio123 brings advanced research tools without needing a quant team or enterprise budget. Explore what you can build!