Good point. I asked it about the P123 API you and I use now. Claude can get anyone set up with the API if they have not done that already.
It did caution that I would have to have to have guardrails to prevent excessive API use. But as it is, Claude tells me ahead of time how many API credits will be used and gives me a running total as I go. Or I can just refresh the P123 site for an API count.
I also mentioned that–as it is–sometimes I have to create XMLs to cut and paste into P123’s site if I want to do a sim, for example. But also with a download of the data, Claude Code can do a screen easily without ever going to P123. It just sorts the stocks and simulates what buying those stocks with weekly rebalance would do. The downloads already have the returns to do that. It’s simple sorting, averaging the returns of the top-k stocks then converting to CAGR. Give me a couple of weeks and even I can do that (without Claude Code )
There are limitations for now. But Claude Code can get you pretty far the way it is. I am pretty sure some advanced members have gone far with this already (using P123’s API), although they may not call it a “connector” yet.
@marco just posted a 500 page document with P123 syntax–noting it is not meant for humans so much. He is way ahead of me on this I know: Entire Portfolio123 Syntax in ONE FILE - #5 by marco
Thanks Marco!!!