kmcintyre Elite    Posts: 890 Joined: 10/11/2012 Location: Portland, OR  User Profile | Angela, So it sounds like I'm doing the right thing using one account dedicated to creating the DP, thus initializing and locking in the rebalance date. To deploy the DP, I create additional accounts to map my real world. "live" accounts (with different date ranges, specifically an ending date of Today.) I select the DP into these "live" accounts to actually trade. So far, so good. But the rub comes in when I go to verify which strategies are selected in the current rebalance interval. When I drill down to the DP from a "live" account, then look at the output tab of the DP, there is no evidence of rebalancing. The last rebalance date shown is based on the simulation date range in effect when the DP was created, using the account first mentioned above. This probably sounds convoluted. That's why I provided specific steps to recreate the anomaly and screen snags to document the issue. I really hope this can be resolved soon. Thanks for looking into it. Cheers Keith | |
