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Barry Cohen

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Posts: 1844

Joined: 10/11/2012

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Subject : RE: Is automatic rebalancing working?
Posted : 8/22/2016 12:50 PM
Post #36271 - In reply to #36268

Thanks Sean,

When viewing your portfolio Balancer Output tab, there are 2 rows. You have the Current Account Statistics row & the Last run in this account row. If you click the Last run in this account row, you'll see your equity curve with it showing the last balancing was done on 8-20-2016.



You still have no trades though with your trading start date at 8-21-16. It looks like there were just no new trades for today. Since you had nothing in your account yet, I reset the account to a trade date starting a year ago & it now shows historical & open positions.

So that confirms it's working. You might reset the account again yourself & set the start date & starting balance that you want. Click Tools -> Reset Account to access that.

Attached file : portbal.jpg (40KB - 492 downloads)

Deleting message 36271 : RE: Is automatic rebalancing working?


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