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Monthly Custom Data

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LkwdMarch 05, 25 | Posted in Help
How can I run the portfolio optimization with Custom Data that is monthly?
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Dmitry ShevchenkoMarch 06, 25

It should be possible to upload a monthly portfolio to the optimization tool. The tool automatically adjusts to the dataset frequency, whether daily, weekly, or monthly. There only need to be enough data points for optimization.

Are you experiencing any issues with this? You can send your dataset to support@portfolioslab.com, and we’ll take a look.



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