In the Portfolio Optimization screen, we choose the optimization method, we load our portfolio, and then we input settings.

In settings, there is an option Min/Max Position Weight. There is also a Position Weight Contraints table that list all the symbols of the portfolio. In that sub-screen, we can adjust manually the Min/Max % for each symbols.

Usually, i use the optimizer only for some part of my portfolio. In order to keep some symbols untouched by the optimization process, I have to put the original % in both columns (min and max). However, that set-up is lost each time I change the optimization method. There is also no way to keep these settings when we switch portfolio. And then, I have to start over and re-enter all these % for each symbols.

A) is it possible to add an option that save these settings ?

B) could you add a 4th column showing the original % of the symbols, and give the opportunity to the user to keep the position weight unchanged ?

** the table column could look like this:

1st: Symbol

2nd: Min Pos Weight

3rd: Max Pos Weight

4th: Original Weight (showing in grey the %, giving the possibility to use it)

Best regards