Portfolio123 Email Format
Financial ServicesIllinois, United States2-10 Employees
Portfolio123 is a financial services company headquartered in Chicago, Illinois. The company provides a platform of financial research tools that lets users simulate, screen, back-test, and trade portfolios, enabling the creation of customized investment strategies without requiring coding knowledge. Its products are designed for investors and researchers at all levels to extract key data and develop their own trading approaches. Portfolio123 has established partnerships with Tradier Brokerage to enable broker connectivity and trade integration, with partnerships announced in 2019 and 2023. The company operates with a small workforce of 2 to 10 employees.