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What is Portfolio123?

Adopt the perspective of a strategic investor by creating, refining, and implementing your personalized rule-based investment plans. Understand why both professionals and academics trust Portfolio123 for their investment needs. Experience a transformative approach to managing your accounts that you never thought possible. Each tool and feature you depend on has been creatively reimagined and greatly improved. Enjoy complimentary real-time quotes, access free investor analytics, manage multiple accounts with ease, place trades directly with your broker, and maintain a comprehensive log of your investment decisions. Leverage top-tier data, high-level quantitative tools, a flexible yet user-friendly workspace, a lightning-fast simulation engine, and the collective wisdom of an expert community. We are dedicated to changing the investment landscape for the better. Our mission is to enable individuals to invest in stocks, enhance their chances for exceptional returns, and live rewarding lives. Whether you prefer a passive "set it and forget it" strategy or wish to explore detailed concepts such as free cash flow and factor models, effective portfolio management should be within reach for everyone, regardless of their background or expertise. Ultimately, we aspire to create a more inclusive and rewarding investing environment that benefits all individuals seeking financial growth. Investing should not just be for the seasoned few but a journey that everyone can embark on with confidence.

What is Bloomberg?

Bloomberg is recognized as the leading source of business and financial information, offering news and insights on a global scale. By harnessing cutting-edge technology, we connect key decision-makers with trustworthy data about financial markets, empowering them to make faster and more informed decisions. While many companies search for their core mission, Bloomberg was established with a distinct goal: to create a positive influence in the world. This commitment is woven into our services, which sparked a revolutionary shift in financial markets that remains impactful today. It is reflected in the dedication of our employees, whom we nurture throughout their careers. Our pledge extends to initiatives that leverage our resources, knowledge, and earnings to improve lives around the globe through the effectiveness of information. We firmly believe that profit and principles can work hand in hand and actually enhance one another. Ultimately, placing what is best for our employees, clients, communities, and the planet at the forefront fosters the most advantageous approach for our business. Our unwavering dedication to these principles not only propels our success but also sets us apart within the industry. Furthermore, this alignment of values serves as the foundation for our long-term vision and growth.

Media

Media

Integrations Supported

AlternativeMarketData.com
AlternativeSoft
Archive Intel
Archive360
Bloomberg Terminal
Chainwire
Crawlbase
Datalog TMS
Double
GovCon Suite
Here
Index One
KServe
Netcapital
Octane11
PackHedge™
Performativ
QuantConnect
Seasonax
StreetLight Data

Integrations Supported

AlternativeMarketData.com
AlternativeSoft
Archive Intel
Archive360
Bloomberg Terminal
Chainwire
Crawlbase
Datalog TMS
Double
GovCon Suite
Here
Index One
KServe
Netcapital
Octane11
PackHedge™
Performativ
QuantConnect
Seasonax
StreetLight Data

API Availability

Has API

API Availability

Has API

Pricing Information

$9 per 21 days
Free Trial Offered?
Free Version

Pricing Information

$0.99 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Portfolio123

Company Website

www.portfolio123.com

Company Facts

Organization Name

Bloomberg

Company Location

United States

Company Website

www.bloomberg.com

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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