Portfolio123 review
A web-based toolkit for ranking, screening, backtesting, and trading stock strategies.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Portfolio123 pros and cons
- 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
Portfolio123 fact sheet, pricing and score →
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