Portfolio allocation in %

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waldem
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Portfolio allocation in %

Postby waldem » 04 Sep 2018

Hallo team, i have problem using portfolio with allocation set in % of equity.
why if i set 10% of 100000, in first operation does not buy 10000?

i attach 3 pictures of my portfolio.
SPX1 you can see my setting 10% of 100.000
SPX2 you can see that on 2010 december 24 MC buy 6235 euro
SPX3 you can see that on 2010 december 24 the equity was 103.969

seems that buy half of desired.

it should be my error on portfolio setting?
Attachments
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spx2.jpg
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SPX1.jpg
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Henry MultiСharts
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Re: Portfolio allocation in %

Postby Henry MultiСharts » 18 Sep 2018

Hello Waldem,

We require more information. Could you please shorten the amount of symbols in your portfolio (it would make the analysis go much faster and easier)? It would be ideal if you could leave just one symbol.
Please send us your test workspace, also send us QMD files with the daily data (it seems that you are using weekly data according to your image).
Attach screenshots in order to explain your issue in more details.


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