Steve Mayo Legend  Posts: 414 Joined: 10/11/2012 Location: Austin, TX  User Profile | Hmm, maybe I misunderstood Fred's question. Once you save the PW as a portfolio, it works (mostly) just like any other portfolio, meaning you can use it in PB, or select it plus other things as a component of an account. But you definitely have to save the desired PW output as a portfolio for that dynamic portfolio to be "usable" outside of the PW page. Geez, all these confusing acronyms. :-( I thought Fred was asking if the PW run somehow affected that set of strategies such those strategies, when accessed from the normal strategies listing page, would now individually incorporate the EF. PW doesn't do anything to the strategies themselves, it simply dynamically calculates (monthly and soon weekly) the subset of strategies used each month in the saved dynamic portfolio. Fred, I'm happy to try to answer you question again if you can clarify it a bit. How are you getting to the "Strategies for Account" page. I think the only way to get there is from the Account page, by clicking the Edit Strategies button. So, I think the answer you seek is yes, once you navigation away from PW without saving one of the outputs and are now back on the account page (rather than the portfolios page after having just saved the PW output), you will have "lost that influence" from the EF. But, please ask again if I'm still misunderstanding. [Edited by Steve Mayo on 1/8/2015 10:15 PM] | |
