OmniVest User Forums
User-Created Portfolios
“Allow Settings To Reduce Trade Size” Importance
3 replies, 772 viewings
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OmniVest User Forums
User-Created Portfolios
“Allow Settings To Reduce Trade Size” Importance
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Last Activity 7/22/2015 8:11 AM 3 replies, 772 viewings |
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Mark Holstius Elite    Posts: 744 Joined: 10/11/2012 Location: Sleepy Hollow, IL  User Profile |
The following snag shows 3 sequential situations, all with the same set of portfolios in an account in the month of July. #1 is trading with neither the “Maximum Exposure % per Symbol” or the “Allow Settings…” checked. To the right are the graphs and the historical positions, which shows a lot of trades with QTY% quite high in the first run. #2 shows the same setup with the “Max exposure” now checked and set for 30%. Notice to the right that ALL the trades that had QTY% greater than 30% are DROPPED! #3 shows that if you additionally check the “Allow settings…” box those large QTY% trades are now taken and scaled back to 30%. This has the additional effect of allowing some very small trades to be added (could be good or bad?). I wanted to share with everyone what a large effect these 2 boxes and their interaction can have on any portfolio, and how it can affect the outcome of a portfolio you may be building by showing the difference in the graphs for the 3 examples. Mark [Edited by Mark Holstius on 10/11/2013 6:29 AM]  Attached file : Allow Setting Checked Effect.png (1754KB - 381 downloads) | ||
| Jim Thorpe Member Posts: 36 Joined: 10/11/2012 User Profile |
The "maximum Exposure" setting originally worked (incorrectly) as you describe here and then had been fixed to work as you expected. However, it is now back to the original state again. Nirvana, please fix this again! Thank you, Jim Thorpe Ooops, if I had Actually READ Mark's post, it would have helped! [Edited by Jim Thorpe on 10/11/2013 3:03 PM] | ||
| Jim Dean Elite  Posts: 1059 Joined: 10/11/2012 Location: L'ville, GA User Profile |
This would allow the "natural expectation" of the user to be the default. | ||
| Jim Thorpe Member Posts: 36 Joined: 10/11/2012 User Profile |
Ah, that is likely the solution the "Allow Settings to reduce trade size". When that was added, it looks like it requires setting that checkbox for it to work as it had before. I had wondered why with this release, all of a sudden I was not getting any suggested trades! Thank you for pointing that out. |
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