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Welcome to the Portfolio123 Forum
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1
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3586
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September 12, 2022
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Starting portfolio for simulated strategy
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1
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17
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March 25, 2026
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Adjustment Function for rebalancing Live Portfolios
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0
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12
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March 25, 2026
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Data quality/availability for european stocks
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52
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1494
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March 25, 2026
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Say hello to Alphanaut, our new AI agent
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4
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57
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March 25, 2026
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Alphanuat
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0
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50
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March 25, 2026
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P123 Book Optimizer
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1
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113
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March 24, 2026
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ETF universes in aggregate series
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9
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118
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March 24, 2026
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Ranking System Analyzer - offline webapplication
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4
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138
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March 24, 2026
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Buyback aristocrats
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1
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61
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March 24, 2026
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Add Asian and Emerging Markets (REVISED)
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144
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6559
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March 24, 2026
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Screener Update: 30-Day Free Access (Launching Soon)
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0
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70
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March 23, 2026
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Add Frequency to Universes
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0
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53
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March 23, 2026
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Uh oh! There goes my hyperplane assumption
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38
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436
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March 22, 2026
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Iran war
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1
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87
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March 22, 2026
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FactSet data problem update
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38
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867
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March 22, 2026
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BIOPHARMASYS - drop it?
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2
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97
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March 21, 2026
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IBKR USA Setup for EU Stocks: Feedback on Fees, Execution, and Currency
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4
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94
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March 21, 2026
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Migrating from a Global Backtest Book to a Global Live Book, While Retaining Backtests results?
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3
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50
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March 21, 2026
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Open-Source P123 Skill for AI Coding Agents (Claude Code, Cursor, Codex)
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1
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131
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March 21, 2026
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Estimate period timing
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1
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61
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March 20, 2026
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Entire Portfolio123 Syntax in ONE FILE
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11
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589
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March 20, 2026
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NEW: Insider page with P123 ratings now available
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57
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1546
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March 19, 2026
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Interactive Brokers: "Family and Friends Advisor" Accounts
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4
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802
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March 19, 2026
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Clustering 6800 criteria with MiniBatchKMeans
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3
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164
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March 18, 2026
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New function that returns the number of NAs in a filing
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8
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159
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March 17, 2026
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Impressive how straightforward it has become with AI, without being a coder
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27
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483
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March 16, 2026
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Handling of NAs
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12
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195
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March 16, 2026
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Dashboard123 — A Real-Time Streamlit Portfolio Dashboard for P123 Users
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5
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528
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March 16, 2026
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Any plan to use what FactSet calls "FactSet Fundamentals Point-in-Time" database?
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1
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96
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March 15, 2026
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