Dear All, We've been working on modernizing our aging, ugly P123 syntax reference. The first order of business was to see what we have, all in one shot. Below is a link for a single file pdf. It's still a work in progress. It took me all weekend to create code to generate this so that it's somewha…

This single-file approach is working very well so far. Previously, I used several different files with strict rules, for example: CRITICAL: DO NOT combine parts of factor names to create new ones (e.g., if SalesTTM and SharesTTM exist, do not assume SalesPSTTM or SalesPerShareTTM exists unless it'…

So just to confirm what Pitmaster has said, I find Claude and Gemini useful. In fact, I am probably MUCH more dependent on Claude and Gemini for coding than many. Claude Cowork says this PDF will be helpful and the old Syntax.csv file from Google Sheets is helpful as well. You probably now this alr…

This may be helpful to know: Claude can read ZIP files (which is useful when you want to bypass the 31 MB limit). Not directly related to this topic, but I found it interesting that Claude can run advanced statistical analyses to perform feature selection when you provide fundamental/market data al…

I have regenerated the files again. If you click on the links again you will get a better version of the reference. Most of our keywords, functions, factors should be in the doc. There's are still sections repeated multiple times, so it's still not a good version for a human (who's going to read a 5…

This has been extremely helpful to me. I now have my nerdy assistant Claude who knows everything about building factors/features. And when I uploaded the latest version Marco just mentioned it said - Got it — let me read through the updated reference to check for any new factors or syntax changes …

I just uploaded v1.0. Use the same link from the first post to download. Several more changes since the last upload this morning. This will be it for at least a week as we go though it in more detail. Let us know any issues you find. Thanks. PS. If you see this you are looking at the latest versio…

Great job so far. Claude now is smarter :slight_smile: Another idea would be to include metadata about sectors taxonomy, how to create different types of ranking systems, simulations, etc. including conditional nodes. Currently I feed AI agents with bunch of RS examples.

Marco, can you or a P123 team member create a Claude Skill Repository on GitHub for the community contribute to a master P123 skill. I'm sure there a many users now that has a P123 skill setup in their Claude and keep editing them in their own vacuum with edge cases and such... we are all trying to …

@moral_es you have been called. @AlgoMan our colleague has created Skills for Claude and he’s being sharing it.

I will share a post about it and share it with everybody so we can collaborate!! :)))

Entire Portfolio123 Syntax in ONE FILE

Research

moral_es March 20, 2026, 11:36am 12

Here you go!!