I have been a user since about 2011. At the start I used it to test ideas and academic papers. P123 was a lot simpler back then. They have added an entire suite of tools since for things like market timing signals, combining strategies in a book or master portfolio, AI integration and more. But what I really like the most about the platform is the institutional grade data and programming. And it doesn't cost an arm and a leg like Bloomberg Terminal or ClariFi. Those run thousands per month. Using P123 has been the cornerstone of my financial career. With it I have been able to consult with family offices, various funds and UHNW individuals. Without it, I probably couldn't offer my services at all. So I am super thankful to P123 for the opportunity.
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Portfolio123 is the best web-based resource for investors. It allows you to discover exciting new stock/ETF ideas, create investment strategies using ranking and screening, backtest them with realistic simulations, and implement them in real-time with advanced trading tools -- including seamless and commission-free trading across multiple accounts.
