OmniVest User Forums
OmniVest Pro Tools Beta
Is automatic rebalancing working?
33 replies, 3376 viewings
|
OmniVest User Forums
OmniVest Pro Tools Beta
Is automatic rebalancing working?
|
Last Activity 10/7/2016 12:00 PM 33 replies, 3376 viewings |
|
|
| Printer friendly version |
Barry Cohen Icon     Posts: 1844 Joined: 10/11/2012  User Profile |
Not yet unfortunately, but yours isn't the only case. | |||
| Sean Cornell Member Posts: 42 Joined: 10/11/2012 User Profile |
how do I check if auto-balancing is working? I have done 2 PB's and neither seem to working. After the PB has finished and I have selected then one I want, the only thing I change in the account is the end date for the account so it shows todays date | |||
| Barry Cohen Icon Posts: 1844 Joined: 10/11/2012 User Profile |
To check that the balancing occurs, you would need to view the Portfolio Balancer after the next interval to see if it changed the portfolios its using. If you want I can take a look, just tell me which account to look at. | |||
| Sean Cornell Member Posts: 42 Joined: 10/11/2012 User Profile |
username is seanc the Portfolio is Port bal. pretty sure its not working, the output page shows the last re-balancing was 08/18/2015. is there a way to ensure it works? otherwise what is the point in using the balancer | |||
| Barry Cohen Icon Posts: 1844 Joined: 10/11/2012 User Profile |
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 - 414 downloads) | |||
| Sean Cornell Member Posts: 42 Joined: 10/11/2012 User Profile |
can you have a look again for me, the "last run in this account" section is showing a last balancing date of 10/3/15, which is a year to late! | |||
| Barry Cohen Icon Posts: 1844 Joined: 10/11/2012 User Profile |
It looks like you just need to rerun it. The last time you ran it, your Simulation dates were from 10/6/2012 → 10/6/2015. | |||
| Sean Cornell Member Posts: 42 Joined: 10/11/2012 User Profile |
| |||
| Barry Cohen Icon Posts: 1844 Joined: 10/11/2012 User Profile |
|
|
|
|
|
Administrator
Forum Moderator |
Registered User
Unregistered User |
 E-Mail this thread to a friend(un)/Freeze thread | |
Toggle e-mail notification |
