No. of Recommendations: 4
musselmant wrote: "First make Portfolio123 prove that it can recreate one of our known strategies.
Use:
Historical Nasdaq-100
→ 9-month momentum Top30
→ PHL rank + 0.15 × EOM126 rank
→ Top5
→ SPY > SMA325
→ monthly rebalance."
P123 has API limits, and so defining a workflow to manage the data is useful. Timing (e.g. SPY > SMA325) drops data points, and so could be applied separately (to avoid losing data).
For example:
1. Generate screens. Store as text file.
2. Download daily portfolio values for each screen. Store in Excel.
3. Apply timing rules in Excel. (e.g. SPY > SMA325)
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"One concrete cost of the tight API-credit allowance: my AI used up all 10,000 API credits included with Ultimate in just several days. Now it has to click through P123 screens with browser automation instead of using my API key."
community.portfolio123.com - Upcoming pricing updates consistent discounts easier access 