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julien09
Feature Request: Acquisition %

Hello,

Regarding to backtesting it would be good to be able to have the option to acquire all of the stocks (without a maximum percentage per stock) corresponding to the acquisition criteria.
I did not find such a feature.

Best regards.
View the feature request here .

Feb 24, 2017 10:54:55 AM       
primus
Re: Feature Request: Acquisition %

Can you be more specific about your request? Is acquisition criteria equivalent to the "buy rules"? If so, I believe this option is available in the screener under the options menu by setting the maximum parameter to "0".

"The world is. The world is. Love and life are deep maybe as his eyes are wide." - Rush, "Tom Sawyer"

Feb 24, 2017 7:35:11 PM       
mbclark
Re: Feature Request: Acquisition %

I think the ask, if I am paraphrasing correctly, is to have portfolios mirror the functionality in screens in which leaving the number of stocks at 0 means that all stocks passing the buy rules will be bought equal weighted.

Feb 24, 2017 9:01:34 PM       
dnevin123
Re: Feature Request: Acquisition %

Agreed would like to see this also... If I make indexes of my screens which hold all the stocks which pass my screen at any given point in time I seem to get better performance (especially on a risk-adjusted basis).

Feb 25, 2017 9:24:03 AM       
WalterW
Re: Feature Request: Acquisition %

But wouldn't constantly adjusting both the number of holdings and their allocation require a lot of additional trading? Position sizing controls like "Ideal Weight New Pos" wouldn't be effective anymore, too, right?

Feb 26, 2017 3:07:07 PM