OmniVest Forum : OmniVest Pro Tools Beta : ECA usage issues for bug/feature list

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OmniVest User Forums OmniVest Pro Tools Beta ECA usage issues for bug/feature list		Last Activity 10/7/2016 12:00 PM 1 replies, 709 viewings

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TimW

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Posts: 38

Joined: 3/1/2014

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Subject : ECA usage issues for bug/feature list
Posted : 8/5/2014 1:00 PM
Post #32455

Using ECA over the past couple of days I've come across these issues. I want to report them to see 1) Are they known and 2) Are any intended, 3) Are any browser related (e.g. doesn't work in Firefox).

1. Most important - After running a Portfolio Wizard (PW) analysis I go to the output page and save a test result as a portfolio. Doing so automatically switches me to the Portfolio page. Returning to the PW page now now shows no results (empty). If I run PW with several EFs enabled I will only be able to save one of the resultant Portfolios since when I return to the Output tab it will be blank.

2. I created two new accounts and assigned a dynamic portfolio to each. At this point the trades listed on the Trades page are incorrect in that they are not limited to the chosen strategies for that month. Instead, the trades are from all of the member strategies for that portfolio. However, if you go to the Portfolio page the Historical trades at the page bottom do seem to be correct, or at least they come from only the selected subset of strategies for the given month. Caveat - I have not seen if the afternoon Omnivest run will correct the Trades tab as I did these yesterday afternoon.

3. When clicking on a dynamic portfolio in the Portfolio page the link will redirect to the PW page but most of the data is missing. It does seem to have the correct Strategies and EFs selected, but otherwise the data are missing.

4. When I press "Show Historical Positions" in the Historical tab I get nothing.

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TimW

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Posts: 38

Joined: 3/1/2014

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Subject : RE: ECA usage issues for bug/feature list
Posted : 8/6/2014 1:22 PM
Post #32475 - In reply to #32455

Adding a couple of screenshots to demonstrate issue #2. The trades seen on the Trades page of OV _do_not_match_ the trades seen on the Account page.
The Account page seem to be right, whereas the Trades page is definitely wrong.

Attached file : PWz1-Acct.PNG (45KB - 235 downloads)

Attached file : PWz1-Trades.png (45KB - 219 downloads)

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