I’ve rewritten the PDF that new subscribers receive, “How to Build a Stock Strategy.” You can access it here - https://www.portfolio123.com/doc/side_help_item.jsp?id=11 - or by visiting this page - https://help.portfolio123.com/hc/en-us/articles/360016004732-Step-by-Step-Tutorials - and clicking on “Walk Through Guide.” For new users or users who are confused about some of the basics, I think this guide will be helpful. For experienced users, there may be some interesting material, but much of it will be quite familiar. It covers: how to come up with strategy ideas, how to create a strategy from them, how to use the screener, how to backtest a screen, using the rolling backtest, using ranking in a screen, creating a custom universe (with a lot of rule suggestions), creating a ranking system (including how to use composite and conditional nodes), creating a simulation, and creating and implementing a live strategy (there’s some new stuff in this section that hasn’t really been discussed anywhere else).
If anyone has any suggestions for improvement, I’d be happy to hear them.