Hello P123 Users!
I’m sharing the updated 2026 curriculum for the quant investing coaching program, built specifically around Portfolio123 workflows and real-world factor investing.
This program is designed to help you:
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Build robust ranking systems (and understand why they work)
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Reduce overfitting and improve out-of-sample reliability
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Add risk controls (concentration, liquidity, turnover, drawdowns)
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Move from “good backtest” → implementable live process
Who it’s for
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New P123 users who want a structured path (Beginner)
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Experienced users who want to tighten robustness + risk controls (Intermediate)
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Users wanting to add AI/ML validation and re-training discipline (Advanced)
Some clients who had used P123 for a long time still chose to start at Beginner to rebuild a clean foundation and avoid hidden overfit!
If you want the full details (format, dates, pricing), DM me here on the P123 forum (preferred).
Alternatively, you can reach me via X (@Quant_Morales) or LinkedIn (LinkedIn).
Forum bonus: you can get a 10% off the total price if you include “P123 Forum” in your first message!!
5 Likes
Thank you, Carlos!
The feedback on Carlos's Coaching Program continues to be outstanding. He works with a remarkably diverse range of participants—from complete beginners and AI Factor enthusiasts to seasoned financial commentators from CNN.
Having collaborated directly with him on hedge fund consulting engagements, I've seen firsthand how he elevates strategies—both my own and those of other experienced P123 consultants serving institutional clients.
And if you're just getting started with the API or AI Factor, Carlos provides an exceptional foundation.
Highly recommended!
2 Likes
Carlos really knows what he is talking about and helped me to improve my strategies. I highly recommend his work!
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Thank you for the recommendation Augusto!!
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I do vouch 100% for Carlos too. He brought me up to speed quickly and efficiently on Portfolio123, helping me understand not only how the platform works, but also how to think correctly about factor-based investing and system design.
His explanations are clear, practical, and grounded in real experience. Carlos has a rare ability to combine deep quantitative knowledge with a pragmatic, results-oriented approach. I would highly recommend him to anyone serious about building systematic investment strategies.
2 Likes
I started with Carlos in November with absolutely no knowledge of Portfolio123 or factor investing. After just three months working with him, I’ve learned an incredible amount about the platform and the quantitative world. Not only did I learn, but I truly understand why and how to use all the information from the course on my own. It would have been impossible for me to achieve such a deep level of knowledge by myself. Thanks again, Carlos.
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I have worked closely with Carlos on various projects including a multi-strategy hedge fund. He is brimming with ideas and is lightning fast. While I have not been a customer of the coaching side of things, I can tell you from the quant side of things that he is highly intelligent, driven and builds incredible strategies.
I unreservedly give Carlos my full endorsement. I wish he was around when I was learning. It would have saved me many years of learning the hard way.
A worthwhile investment in yourself from anyone considering this.
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The pleasure is mine to be able to work with you Kurtis!! Thank you!! 
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