Wayne A. Thorp, CFA is a vice president and the senior financial analyst at AAII and former editor of Computerized Investing. Follow him on Twitter at @WayneTAAII.


Kurtis from NB posted over 4 years ago:

I used to think that Zacks RW was all there was. But for the high cost, survivorship bias issues, limited functionality... I wasn't thrilled with the value.

Portfolio123 on the other hand is less than one-fifth the cost and does not have survivorship issues, advanced backtesting, and simulated portfolio testing that I have only seen on institutional grade software, and works very well with the AAII.com website.

The site lets you test it out for 30 days - you can bump that up to a 45 day trial if you use the code HKURTIS

Robert Piantoni from MA posted over 2 years ago:

They claim 26% annual returns from 1986-20012 by buying thier # 1 ranked stock and selling it when it is no longer #1. Do you think this will work well in the future and what will it cost.

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