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 scr
Install
npx skills add cmoralesm/P123-Claude-Skill --skill portfolio123git clone --depth 1 https://github.com/cmoralesm/P123-Claude-Skill.git /tmp/P123-Claude-Skill
mkdir -p ~/.claude/skills
cp -r /tmp/P123-Claude-Skill/. ~/.claude/skills/portfolio123Personal skills live in ~/.claude/skills. Use .claude/skills in a project folder to share a skill with your team.
From the SKILL.md
# Portfolio123 (P123) Portfolio123 is a web platform for systematic equity research: screening, multi-factor ranking systems, strategy simulation/backtesting, and a REST API. Its formula language (not Python) is used in screen rules, ranking-system nodes, buy/sell rules, and API data pulls. Everything in this skill was extracted from the official P123 Factor Reference on 2026-06-09 (4,463 factors and 465 functions across 13 categories, plus 473 constants/series-IDs/operators) and from the official OpenAPI spec and `p123api` wrapper source. **Never invent a factor or function name** - if a name is not in these reference files, assume it does not exist and look up the correct one. ## Which reference file to read Read only what the task needs: | Task | Read | |---|---| | REST API or `p123api` Python calls (auth, screen_run, backtests, rank_ranks, data_universe, uploads, AI Factor) | [references/api.md](references/api.md) | | Valuation ratios (PE, EV/EBITDA, price-to-X), margins, growth rates, quality scores (Piotroski), financial-strength and per-share ratios | [references/ratios-statistics.md](references/ratios-statistics.md) | | Financial-statement line items (income statement, balance sheet, cash flow) and their factor variants; Compustat/FactSet vendor mapping | [references/financials.md](references/financials.md) |
Details
- Skill name
portfolio123- Repository
- cmoralesm/P123-Claude-Skill
- License
- MIT
- Repo updated
- 17 September 2026
FAQ
What does the Portfolio123 skill do?
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 scr
How do I install the Portfolio123 skill?
skills CLI (Claude Code, Cursor, Codex and more): npx skills add cmoralesm/P123-Claude-Skill --skill portfolio123. Skills go in ~/.claude/skills (personal) or .claude/skills (project), and Claude loads them automatically when a task matches the description.
Is Portfolio123 popular?
It lives in cmoralesm/P123-Claude-Skill, which has 22 GitHub stars and 8 forks.
Related skills
Elicitation
27tasteray/skills
Psychological profiling through natural conversation using narrative identity research (McAdams), self-defining memory elicitation (Singer), and Motivational Interviewing (OARS framework). Use when you need to: (1) understand someone's core values and motivations, (2) discover formative memories and life-defining experiences, (3) detect emotional schemas and belief patterns, (4) build psychological profiles through gradual disclosure, (5) conduct user interviews that reveal deep insights, (6) design conversational flows for personal discovery, (7) identify identity themes like redemption and c
Deeptutor
31jiadizhunine/deeptutor
Use when evaluating or comparing a professor as a potential graduate advisor, including requests such as "调查导师", "选导师", "导师怎么样", "这个导师 push 吗", "investigate this advisor", "should I join this lab", or a professor name plus institution with evaluation intent. DeepTutor investigates publications, co-author networks, student trajectories, funding, lab culture, and exploitation/toxicity risk; applies region-specific searches for mainland China and international institutions; and renders a cited standalone HTML report in Chinese or English. Student outcomes are the highest-priority signal.
Product Discovery
23ipavelm/ultimate-product-discovery-skill
Product Discovery through an 18-task methodology in 6 blocks — from market analysis to an investor-ready financial plan. Use when someone wants to run Product Discovery, validate a startup, assess a market hypothesis, prepare for an investment round, or raises an adjacent topic — idea validation, niche sizing, competitor teardown, product-market fit, pitch preparation, startup unit economics, geographic expansion into a new country, go-to-market for SEA / Asia / MENA. People rarely name PD explicitly; they say 'is there a market for this', 'assess my idea', 'I need a deck for an angel', 'we ar
Kronos
24coopersimson96/kronos-claude-skill
Run hedge-fund-grade technical analysis on any stock or crypto ticker using the Kronos open source foundation model (trained on 12B candlesticks from 45 exchanges). Pass a ticker, get back a price prediction with confidence interval in plain English. Triggers on "/kronos", "run kronos on X", "kronos analysis", "predict X with kronos", "technical analysis on X", "what does kronos say about X".
Annual Report Red Flag Auditor
22noahnan-max/financial-red-flag-auditor-skill
把上市公司年报转成可追溯的财务质量评分、账户级红旗地图和核查计划。Use for annual-report red flags, earnings-management or fraud-risk signals, asset/profit/cash-flow quality, parent-versus-consolidated differences, related-party risk, accounting comparability, and standardized 财报排雷 reports; do not replace evidence with accusations.
Taxue Invest
28taxueseek/taxue-invest
invest系列主入口。识别标的类型,路由到专业分析工具。覆盖个股(A股/港股/美股/机构深度)、基金、单一资产(债券/可转债/大宗商品含黄金十维度/REITs)、宏观与市场环境、机构级内容产出、资产配置、基金池选基、风险管理、企业深度;三层架构:方法论(invest-*)/ 数据(mx-data,invest-cli 的统一封装)/ 呈现(mx-templates 报告模板)。取数统一走 invest-cli(多源数据层:腾讯行情/腾讯微证券/同花顺/东财/yfinance/SEC EDGAR/FRED/Wind/盈米/妙想/天天基金官方 ttskill + argo 财经垂直源)。 触发:「分析一下」「看看这个」「值得买吗」「这只怎么样」「资产配置」「大师怎么看」「基金分析」「股票分析」「黄金能买吗」「转债」「REITs」「债券」「流动性」「市场环境」「出个研报」「自选股」「选基」「风险管理」「企业分析」「/cli」 Invest series entry. Route by asset type to a dedicated reviewer. Three layers: methodology (invest-*) / data (mx-data, a thin wrapper over invest-cli) / presentation (mx-templates).
Browse the most popular Claude skills, all finance & crypto skills, or write your own with the skills generator.