Portfolio123

Comprehensive, extraction-verified reference for Portfolio123 (P123), the systematic equity research platform: factor investing, stock screening, ranking systems, backtesting, and the REST API with the p123api Python wrapper. Use this skill whenever the user mentions Portfolio123, P123, p123api, P123 screens or screen rules, ranking system XML, simulated strategies, buy/sell rules, or any P123 formula syntax such as Close(0), FRank, FHist, MktCap, PEExclXorTTM, ROE%TTM, SetVar, or Eval. Also use it when the user wants to write or debug P123 formulas, build or fix ranking systems, construct screens or universes, replicate academic factor strategies (value, momentum, quality, low volatility) on P123, or pull P123 data programmatically (screen_run, screen_backtest, rank_ranks, data_universe, AI Factor predictions). Covers all 4,463 factors and 465 functions of the official Factor Reference in 13 category files, plus the full REST API (33 operations) and 9 runnable example scripts.

mkdir -p ~/.claude/skills/portfolio123
curl -L https://claudskills.com/skills/portfolio123/SKILL.md \
  -o ~/.claude/skills/portfolio123/SKILL.md

@misc{portfolio123-2026,
  author    = {dachent},
  title     = {Portfolio123 [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/portfolio123/}
}