Free P123 Claude Skill v3.0

Three months ago I released a free Claude Skill that knew the Portfolio123 platform.

It became the most successful post I've ever published. Over 25,000 impressions, hundreds of downloads, and dozens of follow-up conversations with quants who put it to work in their own research.

Today I'm releasing version 3.0. And it isn't an update. It's a full rebuild.

What the new version knows:

4,463 factors covering the complete P123 dataset.

465 functions across the formula language.

The full REST API, with structured guidance on authentication, rate limits, and endpoint usage. Ready-to-run Python scripts so you stop writing boilerplate and start running real research from the first prompt.

It's MIT licensed. Free forever. No email gating, no waitlist, no DMs required this time.

How to get it: go to quantsolvings.com, open the Insights section, and select the latest article. The Skill, the install instructions, and the example scripts are all there.

The first release proved there is real demand for tools that let Claude operate as a domain expert inside the P123 ecosystem. This version is built to be the reference tool for that workflow. If you've been using v1 or v2, the upgrade is straightforward and the new ergonomics will surprise you.

If you build something with it that's worth sharing, drop me a message. I read everything.

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Thanks!!!

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You’re welcome!

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I love it!

Two suggestions for improvement:

The skill doesn't seem to recognize that [factor]^0.5 is easier to write than Pow([factor],0.5).

Also it favors Eval(SetVar(@r,[formula]),@r*Abs(@r),NA) over the much easier SetVar(@r,[formula])*@r*Abs(@r).

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Hi Carlos. The Github for your version is GitHub - cmoralesm/P123-Claude-Skill: Agent Skill for Portfolio123 (P123): 464 functions, 4456 factors, verified line-by-line against official docs. Factor investing, screening, ranking systems, backtesting, and p123api Python wrapper. Works with Claude Code, Cursor, and Codex. · GitHub right? I am using it and I found some issues, in particular for non-US preset universes. Check my PR (TheAlphaEngineer).

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I just updated the Github! You should be able to see the new version now.

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Will take a look at it!!

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Carlos - Much needed and very cool! Thank you!

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I’m glad you found it useful!! :slight_smile:

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One thing that the Claude Skill doesn't seem to realize is that if a composite node's sub-nodes have zero weight, the weight is distributed evenly between the nodes. It flags this as an error. Maybe you can teach it that. Thanks!

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Will try to!! Thank you Yuval!!