P123 User Meetup in Italy on June 12

Announcements
24

Are you sure? Because I know about 3-4 that have said they will be there. Maybe they didn't RSVP and are just showing up?

25

There's 4 users that are staying with us the whole week, and participating in the topics. Then there's 3 or 4 that have RSVP's for Thursday

The "main event" will be a presentation of the topics/features "winners": the ones that got the most support from the diverse audience we have (we're about 18 in total).

2 Likes
26

How was the Portfolio123 meetup in Italy? I hope everyone had a great time connecting, learning, and enjoying the beautiful surroundings.

Iā€™d love to join next time, so please keep me in the loop for future meetups!

2 Likes
27

Could not have been better. We had employees, users, clients, and professors attending. Now sorting out all the things we covered and the planned roadmap. There will be more in the future.

Thank you all.

WhatsApp Image 2025-06-11 at 07.20.45_7044309b
WhatsApp Image 2025-06-11 at 07.20.45_7044309b1920Ɨ1440 617 KB

IMG_0937.HEIC
IMG_0937.HEIC4032Ɨ3024 3.23 MB

IMG_0795.HEIC
IMG_0795.HEIC4032Ɨ3024 3.19 MB

IMG_1217.HEIC
IMG_1217.HEIC3024Ɨ4032 1.52 MB

IMG_1355.HEIC
IMG_1355.HEIC3024Ɨ4032 2.76 MB

IMG_1121.HEIC
IMG_1121.HEIC4032Ɨ3024 1.83 MB

IMG_1116.HEIC
IMG_1116.HEIC4032Ɨ3024 2.94 MB

IMG_0886.HEIC
IMG_0886.HEIC4032Ɨ3024 3.08 MB

IMG_0871.HEIC
IMG_0871.HEIC4032Ɨ3024 3.1 MB

IMG_0824.HEIC
IMG_0824.HEIC4032Ɨ3024 2.04 MB

IMG_0800.HEIC
IMG_0800.HEIC3024Ɨ4032 2.7 MB

IMG_0678.HEIC
IMG_0678.HEIC3024Ɨ4032 3.24 MB

IMG_0677.HEIC
IMG_0677.HEIC3024Ɨ4032 2.73 MB

8 Likes
28

that's geat. It would be nice to know of any future plans of doing this in NA, or even europe

1 Like
29

@marco I am very interested to get an update of how the roadmap that you mentioned for the future looks like after the annual conference?

31

:thinking::thinking::thinking::thinking::thinking:

32

It's been 9 months?! ugh

Lots of great things came out of the retreat. Besides meeting many great people, the main projects that we prioritized were:

  • Asian data
  • AI Factor 2.0
    • Feature engineering apps
    • Better workflow
  • Risk model
  • SEC derived metrics from text
  • Additional built in metrics (ROIC, WACC , etc.)
  • External user data (either via build import or load from the cloud)
  • General improvements to increase conversion and reduce churn
    • Fix empty pages for new users
    • UX for screener and ranking system editor
    • Modernize key pages like the stock charts

All of these projects are ongoing.

We will very soon release

  • A feature engineering app.
  • Ability to load your data from Snowflake (let us know which other cloud database you would like).
  • Ranking system editor enhancements.

Lastly, how about a 2026 retreat in the Fall? Who's in? Either Miami or Italy, have not decided yet.

Cheers

4 Likes
33

Time flies! I had a great experience last one and would go to either location. That said, Miami is great these days. Safe, clean, beautiful and full of great places. Would be great having one in the US

1 Like
34

And the insider transactions!

2 Likes
35

Looking Forward!!! Both are fine :slight_smile:

1 Like
36

I would be happy to join, for logistics reasons, I would prefer Italy of course :slight_smile:

Autumn is a wonderful season for Tuscany. Wonderful scenario and amazing food.

I would be happy to help in organization.

1 Like
37

Berlin / Copenhagen / Hamburg: Maybe not this year but given the fact that we have many users from northern Europe this could an option for next years.

1 Like
38

Count me in, great memories from the last one. Italy would be fantastic :pizza:. Happy to help with the planning in any way I can.

39

If you do Miami - I would consider attending depending on the final dates

1 Like
40

For a Fall meetup I would be interested. Thanks

41

Iā€™d be in for either but would prefer Italy!!