Coaching program · 1-to-1

A structured curriculum in factor investing.

Six levels of private 1-to-1 coaching in factor investing, from foundational research workflows to advanced machine-learning applications.

Request an introductory consultation See the levels

No commitment. 45 minutes.

Coaching levels

Choose your starting point.

Every level is delivered in private sessions, with assignments between them. Prepaid engagements carry a discount.

Build your first systematic framework

Understand factor families, build ranking systems and complete a first operational deployment.

Understand factor families and their empirical foundations.
Explore factors inside Portfolio123 with practical workflows.
Build a universe, conduct out-of-sample checks and develop a robust ranking system.
Deploy a framework operationally and apply elementary risk controls.

€1,000

€800 if paid up front

Discuss this level

Risk management and robustness

Convert a working framework into one that holds up under realistic conditions.

Reduce concentration risk and introduce portfolio guardrails.
Apply robustness checks and identify overfitting.
Construct long-short structures with controlled exposures.
Design macro indicators and antifragile portfolio sleeves.

€1,480

€1,184 if paid up front

Discuss this level

Machine learning applications

Validation, explainability, regime stress-testing and operational monitoring.

Bias-variance trade-offs, generalization and the nature of edge.
Feature engineering, redundancy control and walk-forward validation.
Regime, liquidity and noise stress-testing.
Operational monitoring, drift detection and retraining policy.

€2,000

€1,600 if paid up front

Discuss this level

The complete curriculum

All three levels in a single structured engagement.

All twenty-four hours across the three levels.
Scheduling tailored to your calendar.
A more dynamic, personalized process across the curriculum.
A combined discount applied to all levels.

€3,584

€3,225 if paid up front

Discuss this level

Claude-assisted research for systematic investors

Integrate Claude into your daily research workflow: prompt engineering, Python automation and custom AI agents.

The RCTCOV prompt framework and Claude’s three working modes.
Applied prompt engineering for 10-K filings, factor data and analyst reports.
Claude Code with Python, yfinance, and the Portfolio123 API.
Custom Skills, MCP connectors and a capstone semi-autonomous research agent.

€1,480

€1,184 if paid up front

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The complete curriculum, augmented with AI

Every module of the Full Program combined with the complete Claude for Quant series.

All twenty-four hours of the Full Program.
All eight hours of Claude for Quant.
A combined discount applied across both courses.
Scheduling tailored across both programs.

€4,409

€3,968 if paid up front

Discuss this level

For complete details on content, scheduling and pricing, download the formal coaching offers.

Full P123 program offer (PDF) Claude for Quant offer (PDF)

Quick comparison

At a glance.

Curriculum coverage by coaching level
Feature	Beginner	Intermediate	Advanced	Full Program
Factor investing foundations	Yes	Yes	Yes	Yes
Risk management	Basic	Advanced	Advanced	Advanced
ML / AI models	Not included	Introduction	Yes	Yes
Walk-forward validation	Not included	Not included	Yes	Yes
Operational deployment	Yes	Yes	Yes	Yes
Customized pace	Not included	Not included	Not included	Yes

Scroll sideways to compare all levels.

Deciding between levels?

Request an introductory consultation

Find your level

Not sure which tier fits you?

Answer fourteen short questions about your experience and goals. You will get a single recommended starting point, with no data collected and nothing to submit.

This guided quiz requires JavaScript. You can instead review the levels above, read the coaching questions in the FAQ below, or request an introductory consultation and we will help you choose.

Frequently asked questions

Common questions about the coaching program.

Which coaching tier is right for me?

If you are new to factor investing or Portfolio123, the Beginner level is the recommended starting point. If you already operate frameworks and want to improve risk management and robustness, choose Intermediate. If your interest lies in machine learning applications and rigorous validation, choose Advanced. If you are uncertain, the introductory consultation is designed to help you select the right starting point.
How long until I can deploy my first framework operationally?

Beginner-level clients typically deploy a first framework operationally within four to six weeks. Full Program clients reach institutional-quality workflows within six to eight weeks, depending on schedule.
How much time per week is required?

Most clients schedule one to three sessions per week. Each session is followed by assignments, so additional independent work is expected between sessions.
Do I need prior investing experience?

A working understanding of basic financial fundamentals (balance sheets, income statements) is required. No prior quantitative or programming experience is necessary for the Beginner level.
Do I need a paid Portfolio123 plan?

A paid plan is recommended: the Backtest plan for Beginner, the Portfolio plan for Intermediate, and Ultimate + AI for Advanced.

See all questions in the FAQ

Ready to operate your own framework?

Begin with a 45-minute introductory conversation to assess fit, scope and approach.

Request an introductory consultation

Or write to: c.morales@quantsolvings.com