Designer Models 2.0 are like fine wine and only get better with age. Below are 3 proposed improvements. Let us know if there are other ideas to help you bring more subscribers to your models.
Add a way to invite specific users to a model.
Allow for discretionary decisions. Emails are sent out to subscribers before the market opens (no day-trading).
Increase number of models that can be launched by a Designer.
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As some of you may have noticed, I really enjoy diving into and analyzing different DMs. So you might ask — why haven’t I launched my own DM yet?
The honest answer: it’s still unclear whether I would need to be a registered investment advisor under EU regulations. Probably not — but the legal gray area makes it hard to be sure.
That’s why I’ve been thinking — could Portfolio123 introduce a structure that makes it easier (and safer) for users to offer their own models?
One idea is a “white-labeled” or umbrella model setup, where:
P123 publishes the model under its own name/license,
Users act only as model developers or research providers,
No direct interaction with investors is required.
This could open the door for more international creators to contribute without the regulatory burden. Curious to hear others’ thoughts — especially if you've looked into similar options.
