Portfolio123 Volaren

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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.
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.
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
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
Portfolio123:

Audience

Investors seeking a portfolio management solution to manage their stock strategies
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.
Portfolio123:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Volaren:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Portfolio123:

API

Offers API Not Supported
Volaren:

API

Offers API Not Supported
Portfolio123:

Screenshots and Videos

Volaren:

Screenshots and Videos

No images available
Portfolio123:

Pricing

$9 per 21 days
Free Version Not Supported
Free Trial Not Supported
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
Portfolio123:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Volaren:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Portfolio123:

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported
Volaren:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Portfolio123:

Company Information

Portfolio123
www.portfolio123.com
Volaren:

Company Information

Volaren
Founded: 2026
United States
www.volaren.ai/
Portfolio123:

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Portfolio123:

Categories

Backtesting Supported
Stock Analysis Supported
Stock Screeners Supported
Volaren:

Categories

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
Robinhood Not Supported
Stake Not Supported
TradeStation Not Supported
Trading 212 Not Supported
Vanguard Not Supported
Wealthsimple Not Supported
Webull Not Supported
eToro Not Supported
moomoo Not Supported
tastytrade Not Supported
Volaren:

Integrations

Alpaca Supported
Binance Supported
Charles Schwab Supported
Coinbase Supported
E*TRADE Supported
Fidelity Supported
Kraken Supported
OANDA Supported
Public Supported
Questrade Supported
Robinhood Supported
Stake Supported
TradeStation Supported
Trading 212 Supported
Vanguard Supported
Wealthsimple Supported
Webull Supported
eToro Supported
moomoo Supported
tastytrade Supported
Portfolio123:
Claim Portfolio123 and update features and information
Claim Portfolio123 and update features and information
Volaren:
Claim Volaren and update features and information
Claim Volaren and update features and information