Portfolio Name:

Amount to Invest:


Go to Active Observation
The Policy Tree enables you to set the variables for how your portfolio is backtested and re-optimized.

 

 

Positions

Please enter your portfolio

  • Assets
  • Import Portfolio Positions
  • Add a Candidate Set
  • Add Model
  • Import Time Series

Enter Your Stock or Fund Ticker Symbols:

(use comma separator to enter many at once)


Or Upload an Excel file (.XLS or .XLSX) containing the symbols:



  • Positions
  • Risk
  • Return
  • Utility
  • Constraints
  • Holistic
  • Stop Loss
  • Version History

Please Note: When you enter in quantity of Shares or Values, asset Allocations will get recalculated based on Value's Running Total. On the other hand, when you enter in Allocations or change the "Amount to Invest", Allocations will get recalculated based on the "Amount to Invest"