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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 Market Rodeo?

Market Rodeo is a comprehensive platform for financial market analytics, providing users with exceptional tools for analyzing stocks, cryptocurrencies, and global markets. Featuring advanced screening capabilities for over 80,000 stocks and digital assets, it offers real-time data streaming, efficient portfolio management, and detailed technical analysis functionalities. Users gain access to support from various exchanges, personalized dashboards, and in-depth market insights that encompass company profiles, earnings data, and evaluations from analysts. The combination of high-quality professional tools and a user-friendly interface distinguishes it, allowing both casual and seasoned investors to conduct thorough market analysis effortlessly. Moreover, the platform is designed to adapt and grow in response to the evolving demands of its users, continually improving the analytical experience it provides. This commitment to innovation not only enhances user satisfaction but also fosters a more informed investment community.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$9 per 21 days
Free Trial Offered?
Free Version

Pricing Information

$19/user/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

Market Rodeo

Date Founded

2024

Company Location

United States

Company Website

marketrodeo.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

Categories and Features

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