kmcintyre Elite    Posts: 890 Joined: 10/11/2012 Location: Portland, OR  User Profile | Last month I created 7 DPs with starting dates running from 10/28 - 11/03. I also created 7 accounts with simulation end dates set to Today's date. The simulation start date matched the rebalance date of the PW I selected in each account. (But I don't think the account's simulation start date should matter. Rebalance should occur on the simulation start date in effect when the DP was created.) So today I did the following steps - 1) select Account "PW rebalance 1031" 2) scroll down to the Portfolios section 3) click the hyperlink for "DP 1031" 4) verify that the Dashboard shows Simulation Date Range: 10/31/13 - 12/3/2014" and Analyze shows Done. 5) click the Output tab and wait for the equity graph to complete The problem is that under the Selection section of the Output tab, the last rebalance date is 1/1/2013. I would expect a rebalance to have occurred on either the trading day before or after 11/31/14. I checked all the other accounts. None of them appear to be rebalancing. But I recall looking at this a month ago and concluding that automatic rebalancing was working. So I'm confused. What should I expect to see? How do I know rebalancing has occurred? How do I know which strategies are valid for the current interval? Thanks Keith | |
