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WalterW
Feature Request: Live port 'Save as a new 'Portfolio Simulation' task should preserve the Live Port options

Currently, saving a Live Port to a Port simulation does not preserve the 'Price for Transactions' option or copy any notes. Please preserve these fields.
View the feature request here.

Jun 4, 2015 10:15:11 AM       
DennyHalwes
smile Re: Feature Request: Live port 'Save as a new 'Portfolio Simulation' task should preserve the Live Port options

Walter,

Since the Port always uses previous close for transactions (even though its Sim may use next open) I think what you want is for a Sim created from a Port to preserve the Port's original Sim's transaction price. That is a little harder for P123 to do (but I know that they can if they decide to). Preserving the Notes is easier.

Denny cool

"It's amazing what ordinary people can do if they set out without preconceived notions."
- Charles F. Kettering

Jun 4, 2015 10:45:39 AM       
WalterW
Re: Feature Request: Live port 'Save as a new 'Portfolio Simulation' task should preserve the Live Port options

Hi Denny,
Yes, you're right. But there's a basic conflict in intension. On one hand, it's good to keep the derived Sim setup matching the Port setup. But on the other hand, simulating with the previous close prices is of very limited value. It's only value is to have the Sim match the Port. Is there any other reason to use previous close in a Sim?

Walter

Jun 4, 2015 11:36:13 AM       
Edit 1 times, last edit by wwasilev at Jun 4, 2015 11:36:49 AM