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Portfolio Optimization

8 bytes added, 13:04, 27 October 2023
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To perform portfolio optimization:
# Click the '''OptimizeOptimization''' [[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 '''Exhaustive Search Properties''' window that appears, select the '''Optimizable Inputs''' tab.
# 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.
# The '''Step Count''' column shows current amount number of steps for an input.
# 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.
To perform portfolio optimization:
# Click the '''OptimizeOptimization''' [[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 '''Genetic Algorithm Properties''' window that appears, select the '''Optimizable Inputs''' tab.
# 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.
# The '''Step Count''' column shows current amount number of steps for an input.
# Select the '''Algorithm-specific Properties''' tab.
# Select the best results criteria in the '''Criteria''' list box.