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kmcintyre

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Posts: 890

Joined: 10/11/2012
Location: Portland, OR

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Subject : Deselect portfolio catch 22
Posted : 10/30/2014 1:16 PM
Post #34386

I have an Account with a single DP enabled. The Account has a simulation range of 10/1/2007 - 10/1/2014. The DP looks for the best 5 strategies from a universe of 20, using one EF.

I've been waiting over 24 hours for the Account to stop "Working". (But that's not the point of this post.) So I decide to deselect the Portfolio from the Account.

1) while Account is working, goto Portfolios
2) deselect the Portfolio
3) save
4) OV vectors back to the Accounts page

Oops - The account still shows 20 strategies selected

5) goto Portfolios
6) repeat step 2 - 5

There is no way out short of deleting the Account.

And specific to the Portfolios page -

Any time the Composite Statistics and Equity Graph are not displayed (completed), the Save function will not actually work. (It will appear to work, but the Account will not be updated.)

So if you like to use the Recalculate Composite button, this applies too.

DPs exacerbate the issue due to the fact they can take a long time to calculate.


(Reported to technical support weeks to months ago.)

Keith


Deleting message 34386 : Deselect portfolio catch 22


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