Your Next Stock Research Platform

Build, backtest, and manage investment strategies. Now with advanced quantitative research capabilities through our API.

Step Up Your Stock Research Game

Our Tools

Advanced Screening

Ours is the most usable yet powerful stock screener available. You can use your own universe, rank with your multi-factor rank, and run backtests or rolling backtests. Many pre-built screens are available to help you get started.

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.

DataMiner.svg

Ranking

You can easily create multi-factor stock ranking systems and run performance backtests. Each factor can be weighted and ranked against all other stocks in your selected universe or GICS level.

The API access provides on-demand enterprise access to our point-in-time factors and simulation engine. Use your preferred platform (Jupyter Lab, PyCharm, etc.) to run your quantitative research tests. And rest assured you can rely on our quality FactSet data and our powerful simulation engine.

Strategy Simulation

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.

Pricing

All prices are for annual plans. Start a 21-day trial for $9 and then choose the one that suits you best.

Screener

$49
$ 25
/mo
  • 5 Years of Stock History
  • 250 API Requests
  • (Predefined only) Ranking Systems

Backtest

$ 84
/mo
  • 20 Years of Stock History
  • 1,000 API Requests
  • Ranking Systems

Portfolio

$ 134
/mo
  • 20 Years of Stock History
  • 1,000 API Requests
  • Ranking Systems
  • Live & Simulated Strategies
Popular

Ultimate

$ 199
/mo
  • 20 Years of Stock History
  • 10,000 API Requests
  • Ranking Systems
  • Live & Simulated Strategies

Are you an asset manager, university professor, or research provider? Explore our other plans.

Our users' reviews

Portfolio123 truly offers a wealth of useful features that serious and devoted investors can benefit from.
AAII
American Association of Individual Investors
Portfolio123 is the best trading and investing tool that I've ever seen. It has the best point-in-time data you can get as a retail investor, and the price is a steal.
Andreas Himmelreich
Trader
If you're looking for a powerful tool to help research and build systematic quantitative investing strategies, you've come to the right place.
Shane Milburn
Investor

Make smarter investment decisions

30% OFF

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Use it after activating your trial.

Get 30% OFF

on paid plans with code QUANT30

Risk-free. Activate your 21-day trial first (for only $9), and then use the discount only if you like it! 

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