1. Portfolio123

1.1. Introduction

Portfolio123 is a service that lets you create ranking system models based on fundamental and technical items.
Porfolio123 database contains more than 4000 fundamental ratios for all US companies. For more info, visit their website on www.portfolio123.com.
This plug-in lets Portfolio123 subscribers import factors, formulas and ranking system data.

1.2. Import a ranking system

• Open the Portfolio123 plug-in (Extern->Portfolio123)
• Select 'Settings' tab, make sure you have inserted your portfolio123 login and password.
• Select 'RS' tab
• Click on 'Load' if no ranking systems appear
• Select a ranking system
• Type in a name in the 'Name' text box
• Click on 'Create Item'
• Switch to 'P123' tab, your newly created item appears there.

1.3. Create a factor

• Open the Portfolio123 plug-in (Extern->Portfolio123)
• Select 'F&F' tab
• Check the radio box 'Factor'
• Select a factor (select a category then a factor)
• Set the factor settings (lower or higher, rank vs.)
• Click on 'Create Item'
• Switch to 'P123' tab, your newly create item appears there.

1.4. Create a function

• Open the Portfolio123 plug-in (Extern->Portfolio123)
• Select 'F&F' tab
• Check the radio box 'Formula'
• Type a formula then type the formula name
• Set the formula settings (lower or higher, rank vs.)
• Click on 'Create Item'
• Switch to 'P123' tab, your newly create item appears there.

1.5. Download Portfolio123 data

• Open the Portfolio123 plug-in (Extern->Portfolio123)
• Select 'P123' tab
• Check the items you want to download

• Select the start date and the end date
• Click on 'Start download'

If you want to start the download from the last update date, click on 'Download Missing Dates' instead of 'Start download'.