Reference Articles

Line Items

A list of all the line items in financial statements and their codes in P123 language.

Portfolio123 Language - Acronyms and Functions

A document explaining our language, with helpful shortcuts.

Glossary of Risk Statistics

This explains alpha, beta, annualized return, correlation, Sharpe and Sortino ratios, and so on, and tells you how we calculate them.

ETF Price Extensions

This lists all the ETFs whose prices we have extended back into the past, how long we've extended those prices, and how we did so.

Special ETF-CEF Functions and Factors

This article explains the functions and factors unique to ETFs and CEFs.