Portfolio123 Description

Be a cold-blooded, responsible investor. You can create, backtest, then invest in your own rule-based strategies. Portfolio123 is trusted by academics and professionals alike. You can manage your accounts like never before. Everything you know and love has been reinvented. Free real-time quotes and analysis, free investor tools, multiple accounts management, sending orders to your broker, keeping track of your decisions. The best data in the industry, professional-level quant tools and a flexible workspace. We believe that the world needs a better way to invest. Our mission is to help everyone have stocks, increase their chances of better returns, and live a happy life. It doesn't matter how much time or effort you put into managing your portfolio.

Pricing

Pricing Starts At:
$9 per 21 days

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
Portfolio123
Website:
www.portfolio123.com

Media

Portfolio123 Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Documentation
Webinars
Videos
Customer Support
Phone Support
24/7 Live Support
Online

Portfolio123 Features and Options

Stock Portfolio Management Software

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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