Portfolio123
portfolio123.com
Quant platform for multi-factor stock screens and ranking systems, backtested on point-in-time FactSet data for US, Canadian and European stocks.
What it is
Portfolio123 is for investors who want to test a stock-selection idea before trusting it. You write screens and ranking systems with spreadsheet-like formulas and pre-built factors, no programming needed, then run simulations over up to 20 years of history with slippage and commissions included. Coverage is more than 15,000 current US, Canadian and European stocks.
The data is point-in-time from FactSet, meaning a backtest only sees what was known on each date, which avoids the survivorship and look-ahead bias that make many backtests look better than reality. The AI Factor module lets you train your own machine-learning factors and use them inside a ranking system, and DataMiner and an API are available for bulk research.
Pricing is not shown publicly; the plan tables sit behind sign-up. What is visible is a 30-day free screener and backtesting offer without a credit card and a 21-day trial for $19 that includes 10 years of history for North America and Europe but excludes the API and DataMiner. A September 2025 community announcement describes separate Retail and Pro plans, annual billing discounts and add-on pricing for a second region.
The Manage side lets you connect a brokerage account, track holdings and send rebalancing orders from Portfolio123; the site says Manage itself is free.
Key features
- Stock screener
- Screens written with spreadsheet-style formulas and pre-built fundamental and technical factors, with no coding.
- Ranking systems
- Multi-factor rankings that score stocks against the whole universe, their sector or their industry.
- Simulations and backtests
- Strategy backtests over up to 20 years with slippage and commissions, including combinations of several strategies with different weights.
- Point-in-time data
- FactSet fundamentals, estimates and corporate actions stored as they were known on each date, avoiding survivorship and look-ahead bias.
- AI Factor
- Train your own machine-learning factors and use them in screens and ranking systems.
- Manage and broker connection
- Connect a brokerage account so holdings and fills update automatically and orders can be sent from the platform.
Pricing
We could not confirm current prices on Portfolio123's own site, so none are shown here.
Ongoing plan prices are shown only inside the sign-up flow, which we could not read. The public offers page lists a 30-day free screener and backtesting access with no credit card and a 21-day trial for $19 (no automatic renewal; API and DataMiner excluded). Portfolio123 announced Retail and Pro plans with annual discounts in September 2025.
Free option: A 30-day free access offer covers the screener and backtesting without a credit card. A 21-day $19 trial adds 10 years of history and pro features such as rolling backtests and position sizing.
Checked September 25, 2026 on invest.portfolio123.com. Prices change; confirm on the provider's site before you subscribe.
Strengths
- Point-in-time FactSet data makes backtests more honest than on most retail tools
- Screens, rankings and simulations without writing code
- Covers US, Canadian and European stocks
- Machine-learning factors for users who want to go further
Limitations
- Ongoing plan prices are not published outside the sign-up flow
- The API and DataMiner are excluded from the trial
- Stocks-focused: no options or futures backtesting
- The formula-and-factor approach takes time to learn
Good fit for
- Quantitative stock pickers who build multi-factor models
- Investors who want to validate a screen with a backtest before using it
- Users interested in machine-learning factors without building data pipelines
Look elsewhere if
- Day traders who need real-time scanning
- Options traders
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Portfolio123 questions
How much does Portfolio123 cost?
Ongoing plan prices are shown only when you sign up. Publicly, there is a 30-day free screener and backtesting offer and a 21-day trial for $19.
What data does Portfolio123 use?
Point-in-time FactSet data covering more than 15,000 current US, Canadian and European stocks, with up to 20 years of history for backtesting.
Do I need to code to use Portfolio123?
No. Screens and ranking systems are written with spreadsheet-like formulas and pre-built factors.
Can Portfolio123 place trades?
Its Manage feature can connect to a brokerage account, update holdings and send rebalancing orders. The site describes Manage as free.
Written from Portfolio123's own website and documentation. All Trading Tools lists and compares tools; it does not recommend trades or give financial advice. Sources: portfolio123.com, portfolio123.com/research, portfolio123.com/invest, invest.portfolio123.com/get-started, community.portfolio123.com/t/upcoming-pricing-updates-consistent-discounts-easier-access/73726.