OmniVest Forum : OmniVest Pro Tools Beta : Deleting Thread Deselect portfolio catch 22

kmcintyre

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

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Subject : RE: Deselect portfolio catch 22
Posted : 10/31/2014 12:33 PM
Post #34389 - In reply to #34387

Thanks, John.

So if I set the simulation range to 1 month, the account completes working and I get summary stats and an equity graph.

Ditto for 1 year.

But if I set the simulation start date to 10/1/2010, the account never stops working. (At least not within 24 hours...)

This account and the DP selected into it were initially developed with a simulation date range of 10/1/2007 to 10/1/2014. It worked back when PW was first born. Now it just hangs.

But I can use the 10/1/2007 - simulation range to perform a PW run without a problem. I start at the Accounts page, select the Account with the 7+ year simulation range, click the hyperlink for the DP selected into the account, verify the strategy pool (20), verify the EF (1), verify the PW analyze settings and date range, click Analyze and wait a few minutes. Kaboom. Stats, equity curve, portfolio rotations - it's all there. Save over the existing DP just for good measure.

Go back to Accounts. Sorry! Can't deal with that long of a simulation period.

All that aside, the UI issue remains. "Save" only works on the Portfolios page if Composite Statistics and Equity Graph are completed.

Keith