Portfolio123

04/01/2026

Most investors never test their ideas.

They rely on narratives, headlines, or gut feel…
and only find out if they were right after the money is invested.

That’s backwards.

Systematic investors do the opposite:
they test first, validate, then allocate capital.

What if you could do the same?

• Run pre-built screens based on proven investment styles
• Build your own strategies using simple rules or advanced formulas
• Backtest instantly and compare vs benchmarks like the S&P 500

This is how you remove guesswork from investing.

👉 Create a free account or log in to get 30 days of full screener and backtesting access.

If you’re serious about improving your process, this is where to start.

03/20/2026

Still placing trades manually?

You build your strategy…
run your rebalance…
and then spend time entering every trade.

There’s a better way.

With Broker Trading Account / IBKR, you can go from model to live trades in one seamless flow, directly inside Portfolio123.

✔ One-click rebalance
✔ Review all orders in seconds
✔ Execute instantly to IBKR
✔ No need to log in to your broker

Less friction.
Fewer errors.
Faster ex*****on.

If you’re already building models, this is the upgrade.

👉 Connect your IBKR account and start trading smarter

01/09/2026

Stock portfolio backtesting shouldn’t be guesswork.
This visual shows how Portfolio123’s Simulated Strategies give you a complete rule-based investing workflow, from choosing your universe (like SP500 or Russell 3000), to applying factor rankings, buy/sell rules, stop-loss triggers, ETF hedging, and running a full stock simulation.

It’s the most complete stock backtesting engine available for both beginners and experienced quantitative investors.

If you’ve ever wanted to build your own strategy and test it across different market regimes then this is the place to start.

11/25/2025

Meet the Portfolio123 AI Factor, your custom-built machine learning platform for superior investment returns.

Tired of lagging factors and manual analysis? Our AI Machine Learning tool turns complex data into actionable alpha, and you don't need to write a single line of code! 🤯

Here is our 3-Step Path to building and deploying your own proprietary predictive model:

1️⃣ BUILD & TRAIN: Customize your factor in minutes using our zero-code platform and extensive library of Smart Features.

2️⃣ VALIDATE: Rigorously test your edge! Use Lift Charts and Feature Importance to prove performance before you commit a dollar.

3️⃣ DEPLOY & AUTOMATE: Turn that validated insight into seamless ex*****on. Integrate your dynamic predictor directly into your Screeners, Rankings, and Simulations.

Ready to keep up with machine learning tools 👇

Tap the link in our bio to start building your Predictive Model today!

12/27/2021

What does it mean to rank stocks, and why should you do so? In this video, Yuval Taylor explains Portfolio123's ranking systems and why ranking stocks can be more effective than screening them. ⬇
https://bit.ly/3pFgQHL

What does it mean to rank stocks and why should you do that? A practical explanation and use case of Portfolio123's stock ranking system.Sections:0:10 Intro ...

07/27/2021

48 hours left before the last webinar of Yuval Taylor's 5-part series "How to Design a Fundamentals-Based Strategy".
On Wednesday he'll be talking about Strategy Implementation and topics like position sizing, trading frequency, and exit and entry strategies.
Register now! ⬇️

Register now for Yuval Taylor's last webinar of his series "How to design a fundamental-based strategy"

07/13/2021

48 hours left before Part 4 of Yuval Taylor's webinar How to Design a Fundamentals-Based Strategy that Really Works.

On Weds, he'll discuss the Principles of Backtesting, delineating all the backtesting principles and the common pitfalls to avoid curve fitting.

Register now! ⬇️

Yuval Taylor's 5-part series of webinars focused on designing a fundamentals-based strategy. In part four, he'll go through all the backte..

06/21/2021

In Yuval Taylor's latest blog article, he lays out the factors that best predict a stock's future growth, using Portfolio123's screening tools. Read more to find:
📈 valuable factors to use in ranking systems;
💡 insights into the interplay of growth, value, and momentum.

A quick guide on predicting one to five years of stock growth using Portfolio123's powerful stock backtesting tools.

06/03/2021

Ever wondered what did the metrics look like for $AMZN just before the huge gains 📈 in 2009 compared to today?

Now you can get this and more insights with our new Stock Compare 🔍, the only one on the market that lets you perform such analyses.

Learn more about the improvements we added ⬇️

Learn more about the unique capabilities of our new Stock Compare.

05/24/2021

48 hours left before Part 1 of Yuval Taylor's webinar 𝗛𝗼𝘄 𝘁𝗼 𝗗𝗲𝘀𝗶𝗴𝗻 𝗮 𝗙𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹𝘀-𝗕𝗮𝘀𝗲𝗱 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝘁𝗵𝗮𝘁 𝗥𝗲𝗮𝗹𝗹𝘆 𝗪𝗼𝗿𝗸𝘀.

On Weds, he'll discuss 𝗙𝗮𝗰𝘁𝗼𝗿 𝗗𝗲𝘀𝗶𝗴𝗻, delineating the seven types of factors and how to assess factor performance.

Register now. Limited seats! ⬇️