Introduction
Introduction to our Research tools
Written by Marco SalernoLast update 1 year ago
English
You have questions, we have answers.
Research
Create and backtest rule based strategiesStock Screener
Our powerful screener with a video introduction
Written by Marco SalernoLast update 3 years ago
Ranking System
Multi factor ranking
Written by Marco SalernoLast update 3 years ago
How Ranking Works
This article describes the ranking methods in detail
Written by Marco SalernoLast update 12 days ago
Ranking Nodes
All the different types of nodes in a ranking system
Written by Marco SalernoLast update 12 days ago
How to Run a Rank Performance Test
How to run a bucketized backtest of your ranking system
Written by Dan ParquetteLast update 12 days ago
Portfolio Strategy
Define a complete investment strategy
Written by Marco SalernoLast update 3 years ago
Rebalancing Live Strategies and the X-Ray Tool
Review the rebalancing process and tips to use the X-Ray tool
Written by Dan ParquetteLast update 2 years ago
Factor Value and Rank Chart
Understanding the Rank and Factor Value Histogram Chart
Written by Dan ParquetteLast update 2 years ago
Imported Data Series & Stock Factors
How to import your own time series into Portfolio123
Written by Marco SalernoLast update 4 months ago
Backtesting biases
Are your simulated returns too good to be true?
Written by Marco SalernoLast update 3 years ago
Simulation Assumptions
Key settings to make simulations more realistic
Written by Marco SalernoLast update 3 years ago
Research FAQ
Frequent questions about our Research tools
Written by Marco SalernoLast update 1 year ago
How to Reproduce a Strategy Backtest using the Screener
Describes the reasons why it backtests differs and to make them more similar
Written by Marco SalernoLast update 3 years ago