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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 OptionMetrics?

For over two decades, OptionMetrics has positioned itself as a premier provider of comprehensive historical options and implied volatility data, serving institutional investors and academic organizations worldwide. Throughout its extensive history, the company has offered its IvyDB databases—which encompass options, futures, and dividend predictions—to more than 300 esteemed clients from both corporate and educational sectors, including portfolio managers, traders, and quantitative analysts. This invaluable resource enables users to construct, assess, and refine their investment strategies while effectively conducting empirical research and managing associated risks. By utilizing thorough options data, clients can scrutinize market dynamics, formulate, test, and execute strategies related to options and derivatives, which fosters more strategic and informed investment decisions. Furthermore, continuous oversight of risk exposure and prevailing market trends allows investors to fine-tune their approaches, significantly increasing their chances of achieving favorable financial results through the application of top-tier options data. This dedication to providing high-quality information has firmly established OptionMetrics as an indispensable asset for those aiming to successfully navigate the intricate landscape of financial markets, making it a trusted ally in the pursuit of investment excellence.

Media

Media

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

Pricing not provided.
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

OptionMetrics

Date Founded

1999

Company Location

United States

Company Website

optionmetrics.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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