Quant research & backtesting · Portfolio123

Portfolio123

Web platform for building, screening and backtesting rules-based equity strategies on fundamental and technical factors.

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Portfolio123 is a browser-based platform for quantitative equity research, letting users build custom stock-ranking systems and screens from fundamental, technical and estimate data, then backtest and simulate those rules as portfolios against historical data. It supports factor research, ranking-system optimization, and paper or semi-automated live simulation of resulting portfolios, aimed at systematic and quantamental investors who want factor-driven strategy development without writing a full backtesting codebase. It runs entirely in the browser with no desktop install, offering a 30-day free trial of its screener and backtesting tools before requiring a paid subscription; exact subscription prices are not shown on its public pages and require registering to view.

At a glance

Vendor Portfolio123
Pricing model Subscription
Free tier No
Deployment Cloud
Open source No
Best for Systematic and quantamental investors who want to build and test factor-ranking strategies without coding a backtester.

Pricing

30-day free trial of screener and backtesting, then a paid subscription; exact tier prices are not published and require registering on the site.

Pricing has not been verified yet — see the vendor's site.

Features

  • Custom fundamental/technical ranking systems
  • Rules-based stock screening
  • Historical portfolio backtesting and simulation
  • Factor research and optimization tools
  • Paper and semi-automated live portfolio tracking
  • Point-in-time fundamental and estimate data

Profile last reviewed September 21, 2026

Alternatives

QuantConnect Cloud algorithmic trading platform built on the open-source LEAN engine, with research notebooks and live deployment. AmiBroker Desktop technical analysis and system-backtesting software sold as a one-time license rather than a subscription. vectorbt Open-source Python library for vectorized backtesting, using NumPy/pandas array operations to test thousands of parameter combinations fast.

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Terms to know

Regression analysis A statistical method for estimating the relationship between one outcome variable and one or more predictor variables. Predictive analytics Analytics that uses historical data and statistical models to estimate what is likely to happen next. Backtesting Testing a trading or investment strategy against historical data to see how it would have performed.

Related guides

How to choose a quant research and backtesting platform The choice is really about who owns the code — a library you control, a desktop license, or a hosted platform with data included.