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Portfolio123 Logo
Portfolio123 CB Rank
506566
Heat Score
67
Single destination to manage your investment accounts. Financial Research platform to create, backtest, and manage stock and ETF strategies.
Founded
obfuscation
Private Chicago, Illinois, United States11-50 www.portfolio123.com
Financial Services
FinTech
Information Technology
Internet
Personal Finance
Overview

Portfolio123
Heat Score
67

Growth Score
pts
in past quarter
Heat Score 67
-1 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Portfolio123

CB Rank
506566
Single destination to manage your investment accounts. Financial Research platform to create, backtest, and manage stock and ETF strategies.
Founded
obfuscation
Private Chicago, Illinois, United States11-50 www.portfolio123.com
Financial Services
FinTech
Information Technology
Internet
Personal Finance

Key People

Details

Legal Name Portfolio123 Securities LLC
Also Known As P123
Operating Status Active
Company Type For Profit
Founders  Marco Salerno
Phone Number (312) 237-4720
Contact Email info@portfolio123.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Research Tools
A web-based platform for developing, backtesting, and validating rule-based stock and ETF investment strategies using extensive financial data.
Manage
A platform to track, manage, and execute investment strategies across multiple brokerage accounts with integrated research and trading features.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 3

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

77,369
-38.42%
 in past month

Interest Signals

TopicSurge Score
Google (GOOG) Logo
Google (GOOG)
85
Meta Platforms, Inc. Logo
Meta Platforms, Inc.
72
Physical Therapy Logo
Physical Therapy
72

Actively Used Products

25Portfolio123 uses 25 technology products and services including HTML5, Cloudflare CDN, and  DigiCert, according to G2 Stack.

Active Website Tech Count

20Portfolio123 is actively using 20 technologies for its website, according to BuiltWith. These include WordPress, Wordpress Plugins, and  Sitelinks Search Box.
Sub-Organizations
Frequently Asked Questions

Where is Portfolio123's headquarters? Portfolio123 is located in Chicago, Illinois, United States.Who are Portfolio123's competitors? Alternatives and possible competitors to Portfolio123 may include TradingView, Koyfin, and  QuantConnect.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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