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).
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.
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
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!
Looks like it's possible! But it was not intentional
This is how:
Share a Live Strategy from your Research section
Invite the free user to the group.
The free user accepts the group invitation.
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.
I'm not sure what #1 means, but currently each resource must be individually configured to be sharable, which is time-consuming when dealing with many items.
Proposed feature: Add support for "sharable folders" where:
Any resource placed in a sharable folder automatically inherits the folder's sharing permissions
Users can configure sharing settings once at the folder level
All current and future contents of the folder become sharable without additional configuration
Use case example: To share 100 formulas, a user would:
Create a folder with sharing enabled
Group move all 100 formulas into this folder
All formulas automatically become sharable with the same permissions as the folder
Benefits:
Eliminates repetitive manual configuration
Simplifies bulk sharing operations
Makes permission management more efficient
Ensures consistent sharing settings across related resources
Folders for organizing. So right now if you open up the main folder of the shared group (e.g. simulated strategies), you get a big list of simulations. With a firm, you can have 100+ shared simulations very quickly. And it becomes a disorganized mess. Would be nice if there was some way to separate and sort them inside folders...even just for the group instead of a massive list.
We'll enable folders in any group, not just for enterprises.
Thanks
PS. We are all in with the sharing/collaboration concept. More to come in other areas. Just look what it has accomplished for Google. Everybody is using drive and google docs.
