Portfolio Optimization: Difference between revisions
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To perform portfolio optimization: | To perform portfolio optimization: | ||
# Click the ''' | # Click the '''Optimization''' [[File:Portfolio_Optimize.png]] button on the toolbar, or select '''Portfolio''' in the main menu and then click '''Run Optimization'''. | ||
# In the '''Select Optimization Method''' dialog box that appears, select '''Exhaustive Search'''. | # In the '''Select Optimization Method''' dialog box that appears, select '''Exhaustive Search'''. | ||
# In the '''Exhaustive Search Properties''' window that appears, select the '''Optimizable Inputs''' tab. | # In the '''Exhaustive Search Properties''' window that appears, select the '''Optimizable Inputs''' tab. | ||
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# In the '''End Value''' column, enter the desired ending values for each of the inputs. | # In the '''End Value''' column, enter the desired ending values for each of the inputs. | ||
# In the '''Step''' column, enter the desired step size, for each of the inputs. | # In the '''Step''' column, enter the desired step size, for each of the inputs. | ||
# The '''Step Count''' column shows current | # The '''Step Count''' column shows current number of steps for an input. | ||
# Select the '''Optimization Criteria''' tab. | # Select the '''Optimization Criteria''' tab. | ||
# Select the '''Use Limitation''' checkbox to limit the output to a defined number of the best results; unselect the checkbox to list all the results in the optimization report. | # Select the '''Use Limitation''' checkbox to limit the output to a defined number of the best results; unselect the checkbox to list all the results in the optimization report. | ||
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To perform portfolio optimization: | To perform portfolio optimization: | ||
# Click the ''' | # Click the '''Optimization''' [[File:Portfolio_Optimize.png]] button on the toolbar, or select '''Portfolio''' in the main menu and then click '''Run Optimization'''. | ||
# In the '''Select Optimization Method''' dialog box that appears, select '''Genetic Algorithm'''. | # In the '''Select Optimization Method''' dialog box that appears, select '''Genetic Algorithm'''. | ||
# In the '''Genetic Algorithm Properties''' window that appears, select the '''Optimizable Inputs''' tab. | # In the '''Genetic Algorithm Properties''' window that appears, select the '''Optimizable Inputs''' tab. | ||
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# In the '''End Value''' column, enter the desired ending values for each of the inputs. | # In the '''End Value''' column, enter the desired ending values for each of the inputs. | ||
# In the '''Step''' column, enter the desired step size, for each of the inputs. | # In the '''Step''' column, enter the desired step size, for each of the inputs. | ||
# The '''Step Count''' column shows current | # The '''Step Count''' column shows current number of steps for an input. | ||
# Select the '''Algorithm-specific Properties''' tab. | # Select the '''Algorithm-specific Properties''' tab. | ||
# Select the best results criteria in the '''Criteria''' list box. | # Select the best results criteria in the '''Criteria''' list box. |