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:
Build robust ranking systems (and understand why they work)
Reduce overfitting and improve out-of-sample reliability
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.
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.
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.
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.
Signing up for Carlos’s program seems like a great move if you’re serious about systematizing your investment processes and enhancing your understanding of factor investing. Appreciate the 10% discount!
Carlos’s program sounds amazing for boosting investment strategies. I've been focusing on overall health too, as it impacts concentration and decision-making. For instance, I use recommendations from https://super-achiever.com/ for supplement guidance, particularly for cognitive focus and sleep recovery. It’s been great for maintaining a balanced lifestyle, which I believe helps me stay sharp in investment decisions.
Currently working through the program with Carlos. I started with no real prior knowledge of P123 and his program has accelerated my learning curve immensely. Really the best money you can spend if you are just starting out.
Forum bonus: you can get a 10% off the total price if you include “P123 Forum” in your first message!!
Thank you Lorenzo