What is Portfolio123?

With introductory video from Yuval Taylor

Portfolio123 is a comprehensive platform that makes it easy for you to research and manage an equity portfolio. Whether you are a sophisticated investor or simply want to follow great investment strategies, Portfolio123 can help. It is the only company that offers a single cohesive platform to:

  • Create and backtest rule-based trading strategies that use technical, fundamental, and analyst data

  • Offer sophisticated, professional solutions for data mining at an affordable price

  • Make managing your real brokerage accounts simple and enjoyable

  • Follow expertly designed portfolio strategies

It's no wonder that Portfolio123 is the platform of choice for many individuals, professionals, and top MBA schools.