SortFolio
SortFolio is a portfolio analysis software designed specifically for sorting stocks based on factors like performance, risk, valuation, etc. It allows investors to test and evaluate various stock picking strategies and algorithms.
stocks
investing
algorithms
backtesting
portfolio-optimization
SortFolio: Portfolio Analysis Software
A portfolio analysis software for sorting stocks based on performance, risk, valuation & more, allowing investors to test & evaluate stock picking strategies & algorithms.
What is SortFolio?
SortFolio is a financial software application used by investors to sort, analyze, and optimize investment portfolios. Its key features include:
- Sorting stocks based on a variety of fundamental and technical metrics like valuation, growth, risk, momentum, quality, and more
- Backtesting custom stock picking algorithms and investment strategies
- Analyzing how sorted portfolios have performed historically across different time periods and economic cycles
- Modeling, visualizing, and managing portfolios to identify optimization opportunities
- Screening and filtering stocks based on custom criteria
- Comparing sorted portfolios to market benchmarks
- Generating investment ideas and insights for stock picking
SortFolio aims to help investors design, evaluate, and employ effective quantitative stock selection strategies. Its robust sorting and analysis capabilities allow investors to test different factor-based investing hypotheses before risking real money. It can be a useful tool for fundamental, technical, and quantitative traders looking to outperform broader stock market returns.
SortFolio Features
Features
- Sorts stocks based on user-defined factors like valuation, growth, performance, risk, etc
- Allows backtesting of sorting strategies based on historical data
- Quantitative and fundamental stock analysis tools
- Customizable and flexible ranking system
- Portfolio optimization and construction tools
- Charting and visualization of stock data
- Screening stocks based on filters and criteria
- Custom stock universes and watchlists
- API access and integrations with data sources
- Available as desktop and cloud-based software
Pricing
- Subscription-Based
Pros
Powerful stock sorting and ranking capabilities
Backtesting for strategy validation
Robust quantitative analysis tools
Customizable to fit individual investment process
Portfolio optimization and risk analysis
Good visualizations and charts
Flexible screening and ability to save custom universes
APIs allow integrating external data sources
Cons
Fairly complex with steep learning curve
Limited fundamental/qualitative data
No trading or order execution capabilities
Limited global/international stock coverage
No mobile app availability
May require integration with other tools for comprehensive analysis
Official Links
The Best SortFolio Alternatives
Top Finance and Portfolio Management and other similar apps like SortFolio
Here are some alternatives to SortFolio:
Suggest an alternative ❐
Upwork
Upwork is an online platform that connects businesses and freelancers for remote work. It was founded in 2015 from the merger of Elance and oDesk, two pioneers in the online freelance job market. Upwork aims to make it easier for companies to find, hire, work with, and pay freelancers from...
Freelancer.com
Freelancer.com is one of the world's largest freelancing and crowdsourcing platforms. Founded in 2009, Freelancer.com serves over 40 million users globally and has over 19 million registered users. The platform connects businesses with independent contractors, freelancers and entrepreneurs that can help them with their projects and tasks.Some key features and...
ThemeForest
ThemeForest is an online marketplace owned by Envato that specializes in WordPress themes, website templates, and other assets for web developers and designers. It was launched in 2008 and has become one of the largest marketplaces for premium website templates, with over 2 million registered users.ThemeForest features thousands of WordPress...
CodeGrape
CodeGrape is an AI-powered code completion and review assistant for software developers. It integrates directly into popular code editors like Visual Studio Code to provide intelligent code suggestions, optimizations, and refactoring recommendations in real-time as developers write code.CodeGrape utilizes advanced machine learning models trained on millions of code repositories to...
IssueHunt
IssueHunt is an open source funding platform designed specifically for funding development work on GitHub issues. It integrates directly with GitHub to allow open source project maintainers and contributors to set bounties on issues they would like to incentivize other developers to work on.Here's how it works:An open source project...
48hourslogo
48hourslogo is an online logo design service that specializes in creating custom logo designs quickly and affordably. Some key things to know about 48hourslogo:Turnaround Time - As the name suggests, you can get a new logo design within 48 hours after placing your order. This makes 48hourslogo a good option...
Paid Online Writing Jobs
Paid Online Writing Jobs is an online job board focused specifically on connecting writers with paid freelance writing jobs. The site aims to make it easier for writers to find remote writing gigs that pay decent rates.When you sign up for an account on Paid Online Writing Jobs, you create...
CrowdSPRING
crowdSPRING is an online creative marketplace that allows businesses to connect with graphic designers, writers, and other creative professionals from around the world. It operates as a contest platform - businesses post a description of the creative work they need completed, set a prize amount, and creative professionals submit entries...
99 Designs
99 Designs is an online marketplace that allows businesses to crowdsource graphic design work. It connects companies with graphic designers from around the world through design contests. Here's how it works:A business posts a design contest for their project - this could be anything from a logo to website design...
Coworks
Coworks is a comprehensive cloud-based management platform designed specifically for coworking spaces, flexible workspaces, and creative offices. It streamlines operations by combining workspace management, billing, CRM, access control, analytics, and reporting all in one place.Key features of Coworks include:Membership Management: Manage memberships, billing plans, signup workflows, access rights, and more.Resource...
Toptal
Toptal is an online freelance talent network focused on connecting businesses with the top software developers, designers, finance experts, and project managers. Founded in 2010, Toptal aims to provide access to the top 3% of talent through a combination of screening candidates based on their practical skills, personality, and communication...
Staff.com
Staff.com is an online staffing platform launched in 2018 that focuses on helping companies build remote teams. It offers a network of pre-vetted talent from over 150 countries that companies can hire for flexible, remote work arrangements.Some key features and services Staff.com provides include:Access to a global pool of qualified...
Team Extension
Team Extension is an online platform that enables businesses to rapidly scale their teams on-demand by giving them access to a global network of top freelance talent. Whether a business needs to ramp up for a short-term project or requires specialized skills for an ongoing initiative, Team Extension makes it...
Everbranded
everbranded is an user-friendly branding and design platform built to empower small business owners, entrepreneurs, creators, and solopreneurs to craft stunning and cohesive brand identities and marketing materials entirely on their own, without needing any technical design expertise. At its core, everbranded makes professional-grade graphic design incredibly simple and accessible....
HiretheWorld
HiretheWorld is an online freelance marketplace launched in 2012 that aims to connect businesses and entrepreneurs worldwide with qualified, affordable freelancers for short-term and long-term projects.With HiretheWorld, you can hire freelancers with skills like web and software development, graphic design, data entry, administrative support, consulting, and more. It has an...
MycroBurst
MycroBurst is a comprehensive marketing automation platform designed for small and medium-sized businesses. It makes it easy to nurture leads, drive sales, and track analytics all from one intuitive platform.With MycroBurst, you can:Build targeted email marketing campaigns with the easy-to-use drag and drop campaign builderCreate high-converting landing pages and forms...
ScriptLance
ScriptLance is an online freelance marketplace focused on software development and programming services. It allows businesses or individuals to hire coders, developers, and programmers for projects ranging from web and mobile application development to game development and more.Some key features of ScriptLance include:Access to thousands of qualified software developers, designers,...
Squadhelp
Squadhelp is an online crowdsourcing platform used by entrepreneurs and businesses to obtain naming suggestions, taglines, and logos for new brands and products. It allows companies to tap into the creativity of a vetted community of over 100,000 creative professionals from all over the world.Here's how Squadhelp works: A business...
