This forum is to showcase the latest improvements to the website. Only Portfolio123 staff can initiate a new thread.

This forum is for company announcements, including forthcoming releases, pricing changes, changes to functionality, changes to terms of use, news about the company, and so on. Threads can be initiated only by Portfolio123 staff.

This forum is for discussions that don’t fit into other categories, including discussions of the stock market, user trading practices, brokers, machine learning outside of P123, academic research, personal portfolio optimization, and so on.

This forum is for discussions of Research tools like screens, ranking systems, simulations, live strategies, books, aggregate series, and others, including tools that have not yet been introduced. It is also the best place to discuss Portfolio123’s data.

This forum is for discussing our Manage platform, including accounts, strategies, watchlists, live trading, and the earnings center.

Discussion related to AI, Machine Learning, non linear systems. Currently AI strategies are being developed using the API and require lots of know-how. Our upcoming AI launch will make developing strategies as simple or simpler than current percentile ranking (linear) approach.

This forum is for discussions of designer models and Portfolio123 models.

This forum is for discussions pertaining to connecting Portfolio123 to your broker.

This forum is for discussions of the DataMiner, the API, and related issues. It’s a good place for code that you want to share.

This forum is to report any sort of problem, error, or bug that you find while using Portfolio123. It is not for billing or subscription issues: please email Paul directly for those (paul@portfolio123.com).

To add feature requests, click here. Please make sure that a similar request does not exist before creating a new one.

Helpful notes about anything on the website, including writing formulas or getting the most out of the forums.