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Angela Duran

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Posts: 168

Joined: 10/11/2012
Location: Nirvana Systems

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Subject : RE: Is automatic rebalancing working?
Posted : 12/23/2014 5:25 PM
Post #34708 - In reply to #34568


A dynamic portfolio will lock in on the simulation dates originally used in the account settings when the dynamic portfolio is created. If you want to change the date range for the portfolio, you will need to use another account (with the alternate simulation dates) to create a new dynamic portfolio.
Deleting message 34708 : RE: Is automatic rebalancing working?


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