finantic.Portfolio123
A two-way connection between Wealth-Lab and Portfolio123, a platform for creating, backtesting, and managing stock and ETF investment strategies.
$99.95 / Annual
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(all Extensions require a Wealth-Lab Subscription)

Portfolio123

The Portfolio123 extension creates a two-way connection between Wealth-Lab and Portfolio123.

Portfolio123 is a platform that provides tools for creating, backtesting, and managing stock and ETF investment strategies. It allows users to build custom ranking systems, screeners, and simulations to test their investment ideas.

This extension supports the following actions:

  • Download historical ranking results that were calculated with a Portfolio123 Ranking System on a specific Universe with a selectable rebalance frequency.
  • Create dynamic DataSets from a downloaded ranking, for example the top 50 stocks in each quarter.
  • Access fundamental data (contained in the downloaded ranking)
  • Create an index indicator in Wealth-Lab and send it as a Data Series to Portfolio123
  • Calculate an indicator for all symbols in a DataSet and send it as a Stock Factor to Portfolio123

Requirements

  • A subscription / membership at Portfolio123.com.
  • A historical data provider like Norgate Data that can provide historical prices for the tickers used in your Portfolio123 rankings.

The extension contains verbose help pages, step-by-step instructions a FAQ page and a Glossary.

Click here for more information on the finantic.Portfolio123 Extension.

Screenshots

Creating a New DataSet
In Data Manager->DataSets the "New DataSets" wizard allows the choice of a Portfolio123 ranking system and universe.
From a Ranked DataSet
From the complete ranked portfolio, it is possible to create a (smaller) DataSet.
Adding Fundamentals
Additionally, a set of fundamentals can be added to the download.
Provider Settings
Once the DataSet is created and updated all details are shown in "Historical Providers".
Creating Ranked DataSets
Once a ranking is downloaded from Portfolio123 it is possible to create an unlimited number of DataSets with other #symbols, ranking metric and even ranking direction.
Available Fundamentals
All fundamentals and stock factors used in a ranking are available through the Portfolio123 Event Provider.
Equity Curves
Some results (Sample Strategies->Knife Juggler with three DataSets: S&P 100, S&P 500, Portfolio123->All Stars:Graham, Top 30, quarterly rebalanced.
Performance Metrics
Comparing their performance metrics.

Change Log

Wealth-Lab 8 Build 1 - 3/18/2025
  • Initial release.

Discussions