Portfolio123
Portfolio123: A web-based toolkit for ranking, screening, backtesting, and trading stock strategies. Ranked #6 of 18 in Quant Tools by our editors (8.5/10); pricing: Free plan · 30-day trial; best for investors building factor-based stock systems.
At a glance
- Editor score8.5 / 10
- PricingFree plan · 30-day trial
- Best forInvestors building factor-based stock systems
- Free planYes
- Live trade executionYes
- Facts checked24 Sep 2026
Where it wins
- Build multi-factor rankings, stock screens, and buy/sell rules
- Backtest screens and portfolio strategies with historical data
- Track strategies and send orders through Interactive Brokers
Where it doesn't
- Focused on stocks rather than multiple asset classes
- Broker connection and order routing are centered on Interactive Brokers
- Support is listed through documentation
Our verdict on Portfolio123
Portfolio123 is a web-based investment research platform for investors who want to build, test, and manage rules-based stock strategies. It combines ranking systems, buy and sell rules, multi-factor screening, historical simulations, and charts for valuation, performance, and factors. Its machine-learning tools can be used to create ranking systems and strategies, while expert-designed investment models offer another way to follow investment approaches. The vendor describes the platform as serving investors from beginner to advanced, so it can suit individual researchers as well as larger teams seeking stock-focused workflows.
Its research depth is the main draw. Users can screen stocks and backtest screens or portfolio strategies against historical data, then use charts and data-mining tools to examine results. The vendor says its backtesting data covers the US, Canada, and Europe. Those features make Portfolio123 a fit for systematic investors who want to develop and assess stock-selection rules rather than rely only on discretionary research. It is not a broad multi-asset quant platform: the listed asset class is stocks, which may make another tool a better fit for investors working across asset classes.
Portfolio123 also extends beyond research into account monitoring and execution. Strategies can be tracked in connected brokerage accounts, and orders can be sent to a connected broker; Interactive Brokers is the named integration. The platform is web-based and cloud-deployed, with documentation listed as its support channel. It has a free plan and a 30-day trial, but the published pricing link leads to registration rather than readable paid-tier details. Choose Portfolio123 if stock rankings, historical testing, and a broker-connected workflow are central to your process. Look elsewhere if you need coverage beyond stocks or a different broker connection.
Your product? Our editors can test Portfolio123 in depth and publish a review, labelled as paid · from $149/mo →
Portfolio123 pricing
Portfolio123 fact sheet
| Free plan | Yes |
|---|---|
| Paid from | Not verified |
| Strategy backtesting | Yes |
| Live trade execution | Yes |
| Paper trading | Not verified |
| Asset classes | Stocks |
| Strategy languages | Not verified |
| Historical data access | Yes |
| Free trial | 30 days · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Support | Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 1 integrations: Interactive Brokers |
| Pricing | Free plan · 30-day trial (source) |
| Website | portfolio123.com |
| Facts checked | 24 Sep 2026 |
Portfolio123 integrations
Portfolio123 lists 1 integrations on its own site.
- Interactive Brokers
Alternatives to Portfolio123
- QuantConnectA multi-asset research and trading workflow with backtesting, paper trading, and live deployment.9.3
- ProRealTimeMulti-platform charting, backtesting and automated trading through broker partners.9.0
- BacktraderA free, open-source Python framework for strategy research and broker-connected trading.8.8
See all Portfolio123 alternatives →
Portfolio123 vs the competition
- Portfolio123 vs QuantConnect
- Portfolio123 vs ProRealTime
- Portfolio123 vs Backtrader
- Portfolio123 vs NinjaTrader
- Portfolio123 vs Composer
- Portfolio123 vs Qlib
Compare Portfolio123 with any tool side by side →
Used Portfolio123? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Portfolio123 for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Portfolio123 is listed in our Quant Tools directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/portfolio123/"><img src="https://www.itechguides.com/best/badge/portfolio123.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update