OmniVest User Forums
User-Created Portfolios
How Does One Create A User -Created Portfolio
8 replies, 1074 viewings
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OmniVest User Forums
User-Created Portfolios
How Does One Create A User -Created Portfolio
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Last Activity 7/22/2015 8:11 AM 8 replies, 1074 viewings |
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patents Member  Posts: 40 Joined: 1/5/2014  User Profile |
How does one create their own portfolio? I do not see anywhere on the "Potfolios for Account: XXXX" page where one can create a fresh/blank portfolio. Does one have to start from one of the "canned" portfolios, change it, and then hopefully save it as a different name (without changing the original portfolio, I hope)? (I am hesitant to do this for fear of changing one of the preset folio default values and not being able to recover it for future reference. Thanks. | ||
| Steve2 Elite   Posts: 750 Joined: 10/11/2012 Location: Annapolis, MD User Profile |
Steve | ||
| TimL Member Posts: 16 Joined: 10/11/2012 User Profile |
Say I want to create an All Market Portfolio comprising Bear Market, Bull Market and Trading Range without calling it an Account so I can compare this portfolio against other portfolios. What is the quickest way of doing this? | ||
| gbarber Veteran Posts: 282 Joined: 12/30/2012 Location: Pearland, TX User Profile |
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| TimL Member Posts: 16 Joined: 10/11/2012 User Profile |
What you describe creates an Account which would not be available for viewing on the same page as other portfolios. I want to create a portfolio of portfolios, so it will appear on the portfolio page and can be compared with other portfolios. | ||
| Steve Mayo Legend Posts: 414 Joined: 10/11/2012 Location: Austin, TX User Profile |
You sort of need to think of the "saved collections" as being one-level up from where they are created. You build a collection of strategies on the strategies page. Upon naming & saving, it becomes a portfolio and will then show on the portfolio page. Right? Same thing for what you want to do. You create your selection of portfolios on the PORTFOLIOS form. Upon save, it becomes an account. The difference that is perhaps a little confusing is in how you create the account into which you will be saving. For strat collection ->new port, you do that from the strats page. For port collection -> new account, you first have to create a new account on the account page before you can save into it (from the ports page). There's the rub. The number of accounts is limited (to 5 I think). Be careful with the SAVE button on the Portfolios form as you can inadvertently change your live account. Be sure to look at the top of the form to see what account you are working in. For me, I have the one live account, then I just one other "testing" account. I only save the test account if I need to look at a multiple-portfolio collection. That way, I'm less likely to get confused and mess up my live account without realizing it. Hope that helps. Steve | ||
| Steve2 Elite Posts: 750 Joined: 10/11/2012 Location: Annapolis, MD User Profile |
Steve | ||
| gbarber Veteran Posts: 282 Joined: 12/30/2012 Location: Pearland, TX User Profile |
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| TimL Member Posts: 16 Joined: 10/11/2012 User Profile |
http://www.omnitrader.com/currentclients/omnivestforum/thread-view.asp?threadid=4891&posts=4 where he demonstrated that combining Portfolios like Market Bearish 01, Bullish 01, and Trading Range 01 into an Account that represent roughly "All Markets". It would be nice if we could create Portfolios of Portfolios (instead of Accounts) so we can experiment with the combination of other portfolios and compare results on the same Portfolio page. Of course, the long shot would be to create the Portfolio from the strategy level as many of you have suggested in this thread. |
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