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Research
Create and backtest rule based strategies
Introduction
Introduction to our Research tools
By Portfolio123
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Last updated 4 months ago
Stock Screener
Our powerful screener with a video introduction
By Portfolio123
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Last updated 4 months ago
Ranking System
Multi factor ranking
By Portfolio123
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Last updated 4 months ago
How Ranking Works
This article describes the ranking methods in detail
By Portfolio123
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Last updated 4 months ago
Ranking Nodes
All the different types of nodes in a ranking system
By Portfolio123
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Last updated 4 months ago
How to Run a Rank Performance Test
How to run a bucketized backtest of your ranking system
By Portfolio123
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Last updated 4 months ago
Portfolio Strategy
Define a complete investment strategy
By Portfolio123
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Last updated 4 months ago
Rebalancing Live Strategies and the X-Ray Tool
Review the rebalancing process and tips to use the X-Ray tool
By Portfolio123
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Last updated 4 months ago
Factor Value and Rank Chart
Understanding the Rank and Factor Value Histogram Chart
By Portfolio123
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Last updated 4 months ago
Imported Data Series
How to import your own time series into Portfolio123
By Portfolio123
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Last updated 2 months ago
Backtesting biases
Are your simulated returns too good to be true?
By Portfolio123
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Last updated 4 months ago
Simulation Assumptions
Key settings to make simulations more realistic
By Portfolio123
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Last updated 16 days ago
Research FAQ
Frequent questions about our Research tools
By Portfolio123
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Last updated 4 months ago
How to Reproduce a Strategy Simulation using the Screener Backtest
Describes the reasons why it backtests differs and to make them more similar
By Portfolio123
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Last updated 4 months ago
FactorMiner
Tool to analyze datasets and identify high-alpha factors
By Portfolio123
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Last updated 4 months ago
Imported Stock Factors
Import your own signals and use them for ranking, backtesting and screening
By Portfolio123
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Last updated 2 months ago
Transaction Cost Model (a.k.a. Slippage)
Portfolio123 transaction cost estimation options
By Portfolio123
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Last updated 16 days ago