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OmniVest User Forums
Questions on Using OmniVest
Modify Strategy Allocation Percentage?
Last Activity 6/10/2024 12:04 PM
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Diamondjag

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Subject : Modify Strategy Allocation Percentage?
Posted : 8/26/2016 3:32 PM
Post #36332

In going through the OmniVest Strategy Library I noticed that each Strategy has an individual "Allocation" percentage. Some are 5%, some 10%, some 15%.
I see how you can input an allocation when you create a strategy by running Strategy Lab. Is there any way to modify the individual Strategy allocation on current Strategies or do you just have to create a new strategy and input a new number when you build it?

Thanks
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Barry Cohen

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Subject : RE: Modify Strategy Allocation Percentage?
Posted : 8/26/2016 3:54 PM
Post #36333 - In reply to #36332

The individual strategy allocation is only set when the strategy is created. It can't be modified.
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Mark Holstius

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Subject : RE: Modify Strategy Allocation Percentage?
Posted : 8/26/2016 6:58 PM
Post #36336 - In reply to #36332

Good evening David,

Barry's certainly correct, but after you put a Strategy in a Portfolio you can modify the Allocation it will use for trading in that Portfolio...




Mark

[Edited by Mark Holstius on 8/26/2016 7:00 PM]

Attached file : Strategy Allocations In a Portfolio.png (62KB - 409 downloads)

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Diamondjag

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Subject : RE: Modify Strategy Allocation Percentage?
Posted : 8/26/2016 7:11 PM
Post #36337 - In reply to #36336

Barry, Thanks for the reply. Pretty much figured that would be the case.

Mark, Also appreciate your reply. In my research I had also printed out your excellent post on 8/3/2016 "Portfolio Setting Calculations Spreadsheet". Big help, Thanks.

Dave
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