o806
Great interface and tools
Great interface and tools. Hopefully the transition to the new data provider goes well.
Reply from Portfolio123Jun 2, 2020
Thanks for your feedback. We're working hard on that!

Excellent
Based on 45 reviews
Honesty, pricing, process and quality scores appear once 5 customers have rated them.
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.
Portfolio123 (portfolio123.com) has 45 customer reviews on Folks Told, with an average rating of 4.8 out of 5.
45 approved reviews, newest moderated first
o806
Great interface and tools. Hopefully the transition to the new data provider goes well.
Reply from Portfolio123Jun 2, 2020
Thanks for your feedback. We're working hard on that!
Shawn
Love the screening with backtests. Forum members are very helpful. Would like access to more foreign markets, log charts, and ability to trade with entry and exits at the $100/mo level.
Reply from Portfolio123Jun 2, 2020
Thanks for your feedback, Shawn. As you might know, we are working on transitioning to a new data provider that includes global data. We're working around the clock on that!
Ari L.
Change process of my membership-level was processed perfectly, Service was very friendly and my needs were taken into account. Quality/price ratio of my membership level is exellent.
Reply from Portfolio123Jun 2, 2020
We're glad to hear of your positive experience, Ari. Thanks for sharing it!
redshield
Best value for investors who need accurate, usable stock data.
Reply from Portfolio123Jun 2, 2020
Thanks a lot for your feedback!
Steve
Awesome investment site. It keeps getting better and better!
Reply from Portfolio123Jun 2, 2020
Thanks for your feedback, Steve. It is our job to keep improving. And many new things are coming, stay tuned!
Richard F.
You work towards continuous improvement. I wish you would not waste your time and resources on European stocks.
Reply from Portfolio123Jun 2, 2020
Your feedback is much appreciated, Richard.
Shiraz L.
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.
Reply from Portfolio123Jun 2, 2020
Data quality really makes it all! A token of appreciation to you that have been trusting us for 10 years. Thanks a lot, Shiraz.
Matthias S.
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.
Reply from Portfolio123Apr 9, 2020
Thanks for the kind review, Matthias! Although we don't fully support intraday trading, please don't forget you can see real-time prices and send orders from the platform if you connect your IB or Tradier account to our platform. We hope you'll find that helpful!