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Related Products
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Portfolio123:
About
Be a cold-blooded investor. Create, backtest, and invest in your own rule-based strategies. See why professionals and academics trust Portfolio123. Manage your accounts like never before. Everything you are used to using has been reimagined and improved. Enjoy free real-time quotes, analyze with free investor tools, manage multiple accounts easily, send orders to your broker, keep track of your decisions. Best data in the business, professional-level quant tools, flexible yet simple workspace, ludicrously fast simulation engine, and expert community ideas. We believe the world needs a better solution for investing. Our mission is to help everyone own stocks, increase their chances for better returns, and enjoy life. No matter how much time you want to dedicate to making investment decisions, from “set it and forget it” to learning about things like free cash flow and factor models, managing your portfolio should be possible for everyone.
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Volaren:
About
Volaren is a web-based personal investing platform that brings brokerage accounts together so individual investors can review holdings, follow portfolio activity, and research stocks and other assets. Its AI copilot explains portfolio movements, answers research questions, and turns an investing thesis into a proposed portfolio. Users can create AI agents for recurring strategies, portfolio rebalancing, tax-loss harvesting, or following public investor and fund disclosures. Agents can run on simulated funds or place orders through supported brokerage connections, with configurable budgets and trading limits. Users can review and approve trades or enable automated activity within their chosen limits. The service also provides market data, news and filings, portfolio views, backtesting, daily briefings, and text-based interactions.
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Portfolio123:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Volaren:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Portfolio123:
Audience
Investors seeking a portfolio management solution to manage their stock strategies
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Volaren:
Audience
Individual investors who want to monitor connected brokerage accounts, research investments, test strategies, and manage trading activity with configurable limits and review controls.
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Portfolio123:
Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Volaren:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Portfolio123:
API
Offers API
Not Supported
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Volaren:
API
Offers API
Not Supported
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Portfolio123:
Screenshots and Videos |
Volaren:
Screenshots and VideosNo images available
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Portfolio123:
Pricing
$9 per 21 days
Free Version
Not Supported
Free Trial
Not Supported
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Volaren:
Pricing
$12/month
The free plan includes 100 AI credits per month. The $12/month plan includes 1,000 AI credits per month and unlocks all features. Credits are used for AI work; market prices, news, portfolio access, and trading do not use credits.
Free Version
Supported
Free Trial
Not Supported
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Portfolio123:
Reviews/
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Volaren:
Reviews/
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Portfolio123:
Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Not Supported
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Volaren:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Portfolio123:
Company InformationPortfolio123
www.portfolio123.com
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Volaren:
Company InformationVolaren
Founded: 2026
United States
www.volaren.ai/
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Portfolio123:
Alternatives |
Volaren:
Alternatives |
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Portfolio123:
Categories |
Volaren:
Categories |
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Portfolio123:
Integrations
Alpaca
Not Supported
Binance
Not Supported
Charles Schwab
Not Supported
Coinbase
Not Supported
E*TRADE
Not Supported
Fidelity
Not Supported
Kraken
Not Supported
OANDA
Not Supported
Public
Not Supported
Questrade
Not Supported
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Volaren:
Integrations
Alpaca
Supported
Binance
Supported
Charles Schwab
Supported
Coinbase
Supported
E*TRADE
Supported
Fidelity
Supported
Kraken
Supported
OANDA
Supported
Public
Supported
Questrade
Supported
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Portfolio123:
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Volaren:
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