Mark Holstius Elite    Posts: 744 Joined: 10/11/2012 Location: Sleepy Hollow, IL  User Profile | I think I can address the questions both of you raised, while reviewing how to modify the OV Account settings to examine any account size or situation. The 5 sections of the OV Account settings I’ve highlighted below should cover most of the adjustments that are popular; 1) Going from Margin to IRA, or whatever % Of Equity level you’d like. 2) How to adjust the ATM M&M and FTM up & down so the QTY% is appropriate for the chosen Max % Of Equity. This should be adjusted up & down vs the “normal” for any portfolio when changing the Max % Of Equity. If you change the Max % Of Equity by a factor (½, or X), then the "normal" Trade Multiplier for the portfolio should also be adjusted by the same factor (½, or X) - if you want to keep the same trade size relative to available equity. 3) How to change the starting balance of the simulation. 4) How to make any portfolio Long Only (IRA). 5) How to adjust commissions. And the following snag shows the result with different IRA account sizes (and a $10,000 account with higher commissions on the last). As always, the effect of commissions and any subscription cost increases as the account gets smaller. Hope this helps, Mark [Edited by Mark Holstius on 6/21/2018 6:48 PM]  Attached file : 00 Setting up account.png (247KB - 887 downloads) Attached file : 00 IRA various equities.png (353KB - 842 downloads) |
