make a new databank for portfolios
it doesnt make sense to me, in results we have strategies from which we are making portfolios...its not user friendly to search "merged portfolio" in here
i want to see portfolios in another databank - same behavior as it is in QA - new databank "portfolios" should be made after we click merge strategies
when the user will be on this databank - new button will be added for splitting and merging
the same as it is in QA
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Votes +1
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Project StrategyQuant X
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Type Feature
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Status Archived
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Priority Normal
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Assignee None
History
hankeys
20.09.2019 07:38for now we have portfolios with name "merged portfolio" between hundreds of strategies
by the way, we have already type portfolio in the column "symbol" - but this column could also represent multimarket strategy
there are another issues with the merged portfolio, they have some "pseudo code" and "strategy config" and if you want to make retest of strategies and have also merged portfolio in the databank results, the portfolio will be retested :) but the result is by the first strategy in the portfolio, not the portfolio itself
so there need be done changes deffinietly
hankeys
04.11.2019 07:18
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I know the problem to look for the "portfolio" in the list. But in fact this makes it possible to play around with different portfolios and compare them very fast. So I am not really sure, if the separation really helps.
Would it be nice if there is a column for "Type", so you can easily sort out the "portfolios" from the "eas".