COACHING PROGRAM

A structured curriculum in factor investing for equities.

Four levels of private 1-to-1 coaching, from foundational research workflows to advanced machine-learning applications, designed for investors who want to operate their own systematic framework.

Coaching levels

Beginner

8 hrs €125 / hour

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

Intermediate

8 hrs €185 / hour

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

Advanced

8 hrs €250 / hour

Machine learning applications

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

  • Bias-variance trade-offs, generalisation 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

Full Program

24 hrs €149 / hour

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, personalised process across the curriculum.
  • A combined discount applied to all levels.

€3,584

€3,225 if paid up front

Claude for Quant

8 hrs €185 / hour

AI-powered 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

Full Program + Claude

32 hrs €137.78 / hour

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

QUICK COMPARISON

At a glance.

FeatureBeginnerIntermediateAdvancedFull Program
Factor investing foundationsYesYesYesYes
Risk managementBasicAdvancedAdvancedAdvanced
ML / AI modelsNot includedIntroductionYesYes
Walk-forward validationNot includedNot includedYesYes
Operational deploymentYesYesYesYes
Customised paceNot includedNot includedNot includedYes
PROCESS

How a coaching engagement unfolds.

Introductory call

A 30-minute conversation to assess fit, scope and objectives.

Diagnostic and plan

A short assessment of your current workflow, followed by a tailored curriculum plan.

Coaching sessions

Private 1-to-1 sessions covering each module of the chosen curriculum, with assignments between sessions.

Independent operation

You leave the program with a complete, repeatable process you can run on your own.

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
Voices from the program

Notes from past participants.

  • Carlos really knows what he is talking about and helped me to improve my strategies. I highly recommend his work!

    Augusto · Coaching client

  • I do vouch 100% for Carlos too. He brought me up to speed quickly and efficiently on Portfolio123, helping me understand not only how the platform works, but also how to think correctly about factor-based investing and system design. His explanations are clear, practical, and grounded in real experience. Carlos has a rare ability to combine deep quantitative knowledge with a pragmatic, results-oriented approach. I would highly recommend him to anyone serious about building systematic investment strategies.

    Lorenzo B. · Coaching client

  • I started with Carlos in November with absolutely no knowledge of Portfolio123 or factor investing. After just three months working with him, I’ve learned an incredible amount about the platform and the quantitative world. Not only did I learn, but I truly understand why and how to use all the information from the course on my own. It would have been impossible for me to achieve such a deep level of knowledge by myself. Thanks again, Carlos.

    Lorenzo M. · Coaching client

  • Taking the course with Carlos has been a real lever on my Portfolio123 learning curve. Without him, I would probably have needed a year or a year and a half to reach the same level of understanding. It let me move from progressing by trial and error to genuinely grasping a clear methodology for building systems. I would recommend it to anyone who wants to take P123 seriously and accelerate their learning curve significantly.

    Javier · Coaching client

Reflections from clients of the coaching program. Quotes refer to the educational content and the structure of the curriculum. They do not describe, project or guarantee any investment outcome.

Considering a quantitative approach?

Begin with a 30-minute introductory conversation to assess fit, scope and approach.

Request an introductory consultation