A big upgrade to sharing of components and strategies has been released

Dear All,

We released a completely revamped sharing and collaboration framework. At the heart of it it's still the "group" concept: you share by creating a group and adding people to the group. But it is now much more usable since you can just use the component in the group (no need to make a copy).

You can read about it here.

Here are some use cases:

  • Create a set of formulas and share them with a group of users

  • Create a screen with custom ranking and universe, and share it in a group. all group members will be able to run it.

  • Share a strategy in a group. Group members will be able to invest in it using a linked account.

Still more work to do. For example right now the shared components can only be modified by the owner.

We think collaboration is key for P123. By allowing users to collaborate and help each other it will reduce cancellations. Let us know your vision for a more collaborative P123.

Cheers

6 Likes

Really liking it so far. Very easy to see group shared books, simulations and live strategies with the folder designated for that on the regular book and strategy pages. No going back and forth to Group pages. Nice

2 Likes

Hi Marco,

Do all users need to be P123 paid subscribers? I have been thinking about sharing my strategies with family and colleagues. This may provide a way, but I am not sure if they want to pay full boat to access what I am accessing with an Ultimate subscription. Thanks!

Chawasri

Looks like it's possible! But it was not intentional :slight_smile:

This is how:

  1. Share a Live Strategy from your Research section
  2. Invite the free user to the group.
  3. The free user accepts the group invitation.
  4. Free user can then create a strategy in the Manage section that follows your strategy

Please note that this sharing of strategies (or accounts) is something we want to formally add, and make it a lot simpler to use for the people you share it with. It's quite convoluted now.

It will be a "follower" P123 account for maybe $10/mo. But for now, it's free.

4 Likes

Hi Marco,

Whether unintentional or serendipity, this is great!

Chawasri

I spoke too soon. While it lets you get the recommendations, it fails when you try to commit with this confusing error:

'"Only Designer Models or P123 Strategies can be used as assets"

Should be an easy fix