Insights

Niche Market Focus Portfolio123 specializes in financial research tools for investors and researchers, positioning it as a valuable resource for financial advisory firms, مستقل المستثمرين، والباحثين عن البيانات، الذين يحتاجون إلى أدوات متقدمة للتحليل وبناء استراتيجيات الاستثمار.

Strategic Partnerships Recent collaboration with Tradier Brokerage indicates an openness to integrating with brokerage platforms, creating opportunities for sales of trade connectivity solutions and API integrations to other brokerage firms seeking seamless trading experiences.

Growth Potential With revenue ranging between 1 مليون و 10 ملايين دولار وعدد موظفيه المحدود، يُعد Portfolio123 شركة صغيرة ذات إمكانيات نمو عالية، مما يجعله هدفًا جذابًا لشركات التقنية المالية التي تتطلع إلى توسيع حضورها في سوق أدوات التحليل المالي.

Technology Stack استخدام تكنولوجيا حديثة من AngularJS، Node.js، و Nginx يوفر فرصًا لتقديم حلول مخصصة أو تحديثات تقنية، والتي يمكن تسويقها لشركات تسعى لتحسين أداوتها في التحليل أو تكامل البيانات.

Market Positioning مقارنًا بشركات مثل YCharts و Morningstar، تقدم Portfolio123 فرصة لتقديم حلول ذات قيمة متميزة للعملاء الذين يبحثون عن أدوات تحليل مرنة وقابلة للتخصيص، ما يتيح استهداف شرائح السوق التي تتطلب أدوات تحليل أقل تعقيدًا وبتكلفة أقل.

Portfolio123 Tech Stack

Portfolio123 uses 8 technology products and services including Google Ads Conversion Tracking, Zendesk, Twemoji, and more. Explore Portfolio123's tech stack below.

  • Google Ads Conversion Tracking
    Analytics
  • Zendesk
    Documentation Tools
  • Twemoji
    Font Scripts
  • AngularJS
    Javascript Frameworks
  • Elementor
    Page Builders
  • Node.js
    Programming Languages
  • OpenSSL
    Web Server Extensions
  • Nginx
    Web Servers

Portfolio123's Email Address Formats

Portfolio123 uses at least 1 format(s):
Portfolio123 Email FormatsExamplePercentage
First@portfolio123.comJohn@portfolio123.com
100%

Frequently Asked Questions

Where is Portfolio123's headquarters located?

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Portfolio123's main headquarters is located at 401 South Lasalle Avenue 1500 Chicago Illnois Chicago, Illinois 60605 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Portfolio123's official website and social media links?

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Portfolio123's official website is portfolio123.com and has social profiles on LinkedIn.

What is Portfolio123's NAICS code?

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Portfolio123's NAICS code is 52 - Finance and Insurance.

How many employees does Portfolio123 have currently?

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As of February 2026, Portfolio123 has approximately 8 employees across 2 continents, including North AmericaEurope. Key team members include Equity Portfolio Designer: K. H.. Explore Portfolio123's employee directory with LeadIQ.

What industry does Portfolio123 belong to?

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Portfolio123 operates in the Financial Services industry.

What technology does Portfolio123 use?

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Portfolio123's tech stack includes Google Ads Conversion TrackingZendeskTwemojiAngularJSElementorNode.jsOpenSSLNginx.

What is Portfolio123's email format?

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Portfolio123's email format typically follows the pattern of First@portfolio123.com. Find more Portfolio123 email formats with LeadIQ.

When was Portfolio123 founded?

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Portfolio123 was founded in 2004.

Portfolio123

Financial ServicesIllinois, United States2-10 Employees

We are a financial research-tools company that provides users the opportunity to a one-of-a-kind research and trade engine. We started by providing research tools to investors and researchers of all levels and made it easy to extract key data or create their own strategies without any coding knowledge.

With Portfolio123, you can simulate, screen, back-test and trade your personally created and customized portfolio (or portfolios) provided by us. 

Want to know more about us? Please visit www.portfolio123.com

Section iconCompany Overview

Headquarters
401 South Lasalle Avenue 1500 Chicago Illnois Chicago, Illinois 60605 United States
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Portfolio123's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Portfolio123's revenue is estimated to be in the range of $1M$10M

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