Portfolio123
- Company typePrivate
- Founded2004
- HeadquartersChicago, United States
- Headcount11–50
- GTM typeB2C
- OfferingSoftware
Portfolio123 firmographics
Firmographics- Name
- Portfolio123
- Legal name
- Prism Research
- Website
- https://portfolio123.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Portfolio123 industry classification
Industry- Product category
- Investment Research Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)
- akta.pro secondary industries
- Model Portfolio & Portfolio Construction Engines (FSAGAEAD), Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Execution-Only / Self-Directed Investing Platforms (FSAAAAAI)
Keywords
Where Portfolio123 is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Portfolio123 business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Subscription Membership: SaaS subscription model with paid membership plans offering tiered access to screening, backtesting, and AI features. Affiliate program pays up to 30% commission on referred users' paid memberships.
- Affiliate Referrals: Up to 30% commission on referred users' paid membership plans. Over $1,000,000 paid to affiliate partners.
- Consulting Services: Custom system development and consulting services for tailored investment strategy needs
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free Trial |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Portfolio123 product offering
Product offeringCore offering
Portfolio123 is a quantitative investment research and portfolio management SaaS platform that enables individual investors and professionals to build, backtest, and execute rules-based stock and ETF strategies without programming skills. Its core offering combines a multi-factor stock screener, a 20-year backtesting engine, AI/ML-powered ranking models, advanced charting, and a broker-integrated order execution module, complemented by pre-built expert models and custom consulting services.
Product overview
Portfolio123 is a quantitative investment research and portfolio management platform offering a suite of integrated tools for stock strategy development, backtesting, and execution. The platform is built around a core toolkit including Research Tools for rules-based strategy development, a Stock Screener with multi-factor ranking capabilities, Portfolio Simulations for backtesting with 20 years of historical data, and Advanced Charts for visualization. The platform extends these core capabilities through an AI/ML module for Machine Learning-powered ranking systems, a Data Mining API for programmatic access, and a Manage module for broker order execution. Users can also access pre-built expert Models or engage Consulting Services for custom system development. The platform features 4,463 factors and 465 functions for comprehensive financial analysis.
Differentiator
Problem solved
Functional benefit
Products and services
- Research Tools Rules-based stock strategy development environment for individual investors and professionals; provides tools to design systematic strategies that target returns, diversification, and drawdown control.
- Data Mining API API-based data mining tool that gives programmatic access to Portfolio123's analytical capabilities and extensive financial data for systematic investing research.
- Artificial Intelligence (AI Factor) AI/ML module that lets users build Machine Learning-powered ranking systems and strategies using trained predictor models to forecast stock returns and construct portfolios.
- Manage Strategy launch and execution platform that lets users deploy their strategies and route orders to brokers for live portfolio management.
- Consulting Services Professional services that help clients create custom investment systems tailored to their specific needs, requirements, and workflows.
- Models Pre-built, time-tested investment models designed by quantitative experts that users can follow or use as templates for their own strategies.
Quantifiable outcome
- Users report consistently beating the market using built trading systems
- +1 more outcomes
Companies that use Portfolio123
Customer profileNamed customers6 records
Segments3 records
Ideal customer profiles3 records
Portfolio123 technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability1 record
Feature5 records
Portfolio123 partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights5 records
Portfolio123 competitors and assessment
Company assessmentDirect peers
- Portfolio Visualizer: Web-based portfolio analytics and backtesting platform for retail investors. Direct peer because it offers overlapping stock/ETF backtesting and risk analytics to the same self-directed retail audience that Portfolio123 serves.
- Stock Rover: Subscription-based investment research and screening platform for retail and prosumer investors. Comparable through multi-factor screening, portfolio tracking, and charting tools sold via SaaS to individual investors.
- QuantConnect: Cloud-based algorithmic trading and quantitative research platform with backtesting, factor libraries, and live broker execution. Direct competitor to Portfolio123's backtesting, AI Factor, and Manage modules among quant-oriented retail and professional users.
- TradeStation: Online broker and trading platform with strategy backtesting, screening, and execution capabilities. Competes with Portfolio123's combined research-plus-execution stack for active retail and semi-pro traders.
- YCharts: Investment research and charting SaaS for advisors and retail investors, offering screening, comparison, and portfolio analytics. Direct peer in pricing model (subscription SaaS), target buyer (advisor/retail), and analytic toolkit.
Emerging players
- Kavout: AI-driven investment analytics platform offering ML-powered stock scoring and ranking. Closely comparable to Portfolio123's AI Factor module and signals where AI-enhanced quant platforms are heading.
Broad incumbents
- Morningstar Direct: Institutional investment research and analytics platform from a long-established data provider. Overlaps with Portfolio123's research, screening, and portfolio analytics for professional users, but covers a much broader asset universe at significantly higher price points.
- FactSet: Enterprise financial data and analytics platform serving portfolio managers and investment professionals. Overlaps with Portfolio123's screening, backtesting, and factor analytics, with FactSet positioned as the higher-end institutional incumbent.
- Bloomberg Terminal: The dominant institutional market data, analytics, and backtesting platform used by banks and asset managers. Comparable analytic depth on screeners, factor models, and historical data, with Morgan Stanley (a Portfolio123-cited customer) sitting firmly in this incumbent's installed base.
- Zacks Investment Research: Long-standing investment research and stock ranking provider with subscription products. Comparable through screening, ranking systems, and equity research delivered to retail and advisor audiences.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Portfolio123 social profiles
Digital presencePortfolio123 financial estimates
Financial estimateRevenue estimate
Valuation estimate
Portfolio123 leadership team
Management profileNumber of profiles
Profiles2 records
Portfolio123 funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Portfolio123 M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Portfolio123
What does Portfolio123 do?
Portfolio123 is a quantitative investment research and portfolio management SaaS platform that enables individual investors and professionals to build, backtest, and execute rules-based stock and ETF strategies without programming skills. Its core offering combines a multi-factor stock screener, a 20-year backtesting engine, AI/ML-powered ranking models, advanced charting, and a broker-integrated order execution module, complemented by pre-built expert models and custom consulting services.
Is Portfolio123 a public or private company?
Portfolio123 is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Portfolio123 founded?
Portfolio123 was founded in 2004. It employs 11 to 50 people.
Where is Portfolio123 based?
Portfolio123 is headquartered in Chicago, United States, in the North America region.
How does Portfolio123 make money?
Three revenue lines are on record. Subscription Membership is the primary driver. The others are affiliate Referrals and consulting Services.
Who are Portfolio123's main competitors?
Direct peers on record are Portfolio Visualizer, Stock Rover, QuantConnect, TradeStation and YCharts. Kavout is listed as an emerging player. Broad incumbents are Morningstar Direct, FactSet, Bloomberg Terminal and Zacks Investment Research.
Does Portfolio123 have an API?
No public API is recorded for Portfolio123.
What industry is Portfolio123 in?
Portfolio123's product category is Investment Research Software. Its primary akta.pro industry code is FSAAAAAO, Investor Education, Research & Portfolio Analytics Services (Retail), with a secondary code of FSAGAEAD, Model Portfolio & Portfolio Construction Engines. Its NAICS code is 523940 and its SIC code is 6282.