Resource Units

Resource units allocation

Your data on Portfolio123 counts towards your allocated resource units. If you hit your limit, you will no longer be able to create new items unless you delete old items, upgrade to a higher membership, or purchase additional resource units.

Resource Units by Item Type

Research

Resource Units

Live Strategies & Books

10

Simulated Strategies

5

Screens, Simulated Books, Rolling Tests, Optimizers

3

Ranking Systems

2

Custom Series, Custom Formulas, Lists, Macro Charts, Screen Reports, Universes
1
ManageResource Units
Accounts
3

Strategies

2

Compare Reports, Fundamental Charts, Multi Charts, Watchlists

1


If you choose to purchase additional resource units on top of your membership’s allotment, the pricing is as follows:


Additional Resource Units

Monthly Cost

50

$10

100

$20

500

$30

1,000

$50

2,000

$100

 

Allocation Examples

1. If your membership has an allocation of 50 resource units and you have

  • 3 Accounts,
  • 15 Strategies (5 Strategies in each Account),
  • 5 Watchlists,

your allocation would be 3×3 + 15×2 + 5×1 = 44   (or 88% of capacity).


2. If your membership has an allocation of 5000 resource units and you have

  • 11 Live Strategies,
  • 50 Strategy Simulations,
  • 20 Stock Screens,
  • and 30 Custom Formulas,

your allocation would be 11×10 + 50×5 + 20×3 + 30×1 = 450  (or 9% of capacity).