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How to download Portfolio123 data into QuantShare

Updated on 2012-04-07 06:39:38

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The Portfolio123 plug-in allows you to download fundamental factors, formulas and ranking systems data into QuantShare. You can use this data for charting, screening, backtesting, creating composites...

By combining fundamental data from Portfolio123 and the advanced tools of QuantShare, you will be able to create powerful strategies and portfolios.


Steps

- Open P123 Plug-in by selecting "Divers" then "Portfolio123"
- Select "Settings" tab then enter you P123 login and password

Create a factor item:

- Select "F&F" tab then choose a category. Example: Short Interest
- Select a factor. Example: SIRatio (Short Interest Ratio)
- Click on "Create item" button

Create a ranking system item:

- Select "RS" tab to get a list of all your P123 ranking systems
- Check a ranking system then click on "Create item"

Downloading data:

- Select "P123" tab
- Check one or several items
- Select a start and end dates
- Click on "Start Download"

When the download process is complete, the data will be stored in a custom database.
In the case of the factor item, a new database (SIRatio) will be created.
Display the short interest ratio ranks by selecting "Data -> Edit Databases -> Custom Database -> Choose a symbol"

In QuantShare language, you can reference the short interest data by calling:

a = GetData("SIRatio", "SIRatio");


Notes:

- Right click on an item to display and update its settings (Universe, Rank vs, NA...)
- Click on "Download missing dates" to start downloading automatically from the last update date.

Some ideas on how to use Portfolio123 with QuantShare:

- Create strategies that combines fundamental data and advanced money management techniques
- Backtest and optimize thousands of fundamental-based strategies within few hours
- Combine fundamental data with sentiment data (news, put/call ratios…)
- Use the Genetic algorithm optimizer to find the best combination of fundamental factors
- Create a neural network prediction model based on fundamental ranks
- Conduct advanced quantitative analysis with fundamental data










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