Test your hypothesis by running a realistic strategy simulation. A strategy is specified using an intuitive wizard to set up your money management rules, your universe and ranking, rebalance method, and the buy & sell rules. Once you are satisfied you can launch a live strategy to track real time performance and get buy/sell recommendations.
Go beyond price and visualize historical point-in-time data and trends using our extraordinary Fundamental Charting tool. We offer dozens of pre-built charts, which not only illustrate their powerful capabilities but can be supremely useful as you analyze a stock or ETF. Of course, you can also design your own charts using any of S&P’s fundamental, estimate, technical, and industry data.
DataMiner allows you to run hundreds of operations with one click. Specify the operations using human readable instructions, with no programming skills required. The output is in plain text so it can be easily imported to other systems or reports. DataMiner is built on top of our API and can run on Windows, Mac or Linux.
Take advantage of a trial of our powerful Research tools.
Whether it’s by direct ownership of stocks or by investing according to your capital, we believe any investor, from beginner to advanced, can benefit from taking control of their strategies.
CEO of Portfolio123
Portfolio123 truly offers a wealth of useful features that serious and devoted investors can benefit from.
American Association of Individual Investors
Easy to use but powerful functions, backtesting & simulations. My results have been very good and could even be better if I would not try to second-guess my model.
Our 21-day trial can give you a glimpse of our powerful tools.