Setting min/max allocations in optimizer
JH
Jonathan Harrier06 декабря 23 г. | Опубликовано в Общая
I'm new and wondering if it's possible to set min/max holding amount for securities to be optimized. If so, how? I see where you can apply the setting at the portfolio level (affecting all holdings), but I'd like to do this at the individual holding level.
1 комментарий
Сортировать по
Самые старые
DS
Dmitry Shevchenko11 декабря 23 г.
Hey Jonathan,
Currently, our platform doesn't support setting minimum or maximum holding amounts for individual securities specifically. This is only possible to set at the portfolio level, where it applies to all holdings collectively. However, I can definitely explore the possibility of adding this more granular control into the portfolio optimizer.