Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Embrace the mindset of a strategic investor by developing, testing, and applying your own rule-based investment strategies. Discover why both industry experts and researchers place their confidence in Portfolio123. Transform your account management experience like never before. Every tool and feature you rely on has been innovatively redesigned and significantly enhanced. Take advantage of complimentary real-time quotes, utilize free analytical investor resources, manage several accounts seamlessly, place orders directly with your broker, and keep a detailed record of your investment choices. Benefit from the finest data available, professional-grade quantitative tools, an adaptable yet intuitive workspace, an exceptionally fast simulation engine, and insights from an expert community. We are committed to revolutionizing the investment landscape. Our vision is to empower individuals to invest in stocks, boost their potential for superior returns, and lead fulfilling lives. Regardless of the amount of time you wish to commit to your investment strategy—whether you prefer a "set it and forget it" approach or wish to delve into concepts like free cash flow and factor models—effective portfolio management should be accessible to everyone, regardless of their experience level. Ultimately, our goal is to make the world of investing more inclusive and rewarding for all.
Description
TrendSpider brings research, charting, strategy development and market monitoring into one platform. Traders and investors can analyze technical, fundamental, alternative and options data; scan markets; test ideas; create alerts; and automate rules-based workflows. Sidekick AI works with charts, filings, news, options, watchlists and backtest results to answer questions, compare symbols, build scans and alerts, and assist with JavaScript indicators. Deep Research handles multi-symbol analysis, while ML Quant Lab trains custom machine-learning models without code. OPRA-powered options tools include chains with Greeks, heatmaps, expected move and put/call ratios. Group Strategy Tester runs multi-symbol backtests. Smart Checklists, Dynamic Alerts, Strategy Bots and webhooks support repeatable monitoring. Raindrop Charts, multi-timeframe analysis, automated trendlines and Fibonacci levels, anchored indicators and pattern recognition expand charting. Coverage includes stocks, ETFs, options, futures, forex and crypto.
API Access
Has API
No
API Access
Has API
No
Integrations
Discord
No
IFTTT
No
Slack
No
TradersPost
No
Workato
No
Zapier
No
Integrations
Discord
Yes
IFTTT
Yes
Slack
Yes
TradersPost
Yes
Workato
Yes
Zapier
Yes
Pricing Details
$9 per 21 days
Free Trial
No
Free Version
No
Pricing Details
$54/month billed annually
Standard is $54/month billed annually ($648/year) or $82 month-to-month. A 14-day paid Standard trial costs $19; no free trial is offered. Prices vary by plan and billing term, and optional market data or add-ons may cost extra.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Portfolio123
Website
www.portfolio123.com
Vendor Details
Company Name
TrendSpider
Founded
2016
Country
United States
Website
trendspider.com
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No
Product Features
Algorithmic Trading
2-Click Trading
No
Analyst on Demand
Yes
Auto Fibs
Yes
Auto Trend Lines
Yes
Backtesting
Yes
Basket Trading
No
Drawing Tools
Yes
Pattern Tools
Yes
Stock Screener
Yes
Trading From Charts
No