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John W

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Posts: 654

Joined: 10/11/2012
Location: Sydney, NSW, Australia

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Subject : RE: Is automatic rebalancing working?
Posted : 12/23/2014 10:47 PM
Post #34711 - In reply to #34710

Angela and Barry, I've sent more details by email direct to you both.

Also there is a similar but different issue where double clicking on a DP with 19 strategies in Portfolio Manager takes you to PW where the Strategies tab indicated NIL strategies are selected (See "GX02 09142012 180183 LR0530".









Yet the Output page shows a nice graph and a full history of selected rebalanced strategies including the most recent balance date.







Footnote to the above: Output tab now shows a different set of strategies of only 3 strategies rebalancing each month.

I think these 3 strategies are from another DP I reran recently (could be "GX 091412 LS 100131 LR 05-30 30100").
But these 3 strategies should not be on the PW Output page for "GX02 09142012 180183 LR0530" if I double click on "GX02 09142012 180183 LR0530" in PM.

So perhaps this is an example of two issues:

1. No strategies showing when drilling down from PM to PW
2. PW shows Output data from most recent PW run when no strategies can be found?

John


[Edited by John W on 12/23/2014 10:52 PM]

Attached file : PM 19 Strats.png (10KB - 1222 downloads)
Attached file : Why No Strats.png (50KB - 1281 downloads)
Attached file : Nice Graph.png (55KB - 1287 downloads)
Attached file : Selections Continue.png (33KB - 1237 downloads)

Deleting message 34711 : RE: Is automatic rebalancing working?


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