cmoralesm

P123 Claude Skill — Development skill for Claude Code

Development community

Agent Skill for Portfolio123 (P123): 464 functions, 4456 factors, verified line-by-line against official docs.

How to install P123 Claude Skill

This entry records only its repository, not the path inside it, so there is no exact command to give. Open cmoralesm/P123-Claude-Skill and copy the folder into ~/.claude/skills/, or the file into ~/.claude/agents/.

What P123 Claude Skill does

Agent Skill for Portfolio123 (P123): 464 functions, 4456 factors, verified line-by-line against official docs. Factor investing, screening, ranking systems, backtesting, and p123api Python wrapper. Works with Claude Code, Cursor, and Codex.

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README

Portfolio123 Claude Skill

![Portfolio123 Claude Skill](https://raw.githubusercontent.com/cmoralesm/P123-Claude-Skill/main/docs/p123-skill.jpg)

[![License: MIT](https://img.shields.io/badge/License-MIT-yellow.svg)](https://github.com/cmoralesm/P123-Claude-Skill/blob/main/LICENSE)

**Built by a Verified Portfolio123 Coach and Consultant.** Carlos Morales runs [QuantSolvings](https://quantsolvings.com/), a boutique quantitative practice in factor investing for equities: [coaching](https://quantsolvings.com/coaching/), [consulting](https://quantsolvings.com/consulting/) and [team training](https://quantsolvings.com/training/) on Portfolio123. [Book a free 45-minute introductory call](https://quantsolvings.com/contact/).

A [Claude Skill](https://docs.claude.com/en/docs/agents-and-tools/agent-skills) that turns Claude into a reliable Portfolio123 (P123) assistant: writing screen rules and formulas, building ranking-system XML, replicating published factors, and pulling data through the REST API with the official `p123api` Python wrapper.

**v4.1.1** is the current release. 4.1.0 was the first public release since v3.0.0 and carried two releases' worth of work; 4.1.1 adds live verification of the regional universe IDs, the last item still open from the v3.0.0 community reports.

**New in 4.1** - a factor-replication reference and an API refresh:

references/factor-replication.md (new): 35 recipes across value, quality, earnings quality, momentum, low risk, size and investment/issuance, each with the P123 implementation, the ranking node's direction and scope, and the translation traps. No performance figures appear anywhere in it, by design: an unverifiable alpha is an invented fact. Seven constructions P123 genuinely cannot reproduce are listed as such, with the closest honest proxy instead of a fake.
The REST API surface is current again. P123 added six operations on 2026-08-28 - GET /dataSeries, GET /rank, POST /rank/create