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Home-made Benchmark

IB
Ian Brissette30 августа 25 г. | Опубликовано в Улучшения Платформы

Hi, I compare my portfolio with a home-made benchmark that consist of a ponderation of 10 ETF.

I'm wondering if it could be possible to create our own benchmark and use it in your different tools: performance analysis, risk analysis, optimization and factor model.

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Dmitry Shevchenko01 сентября 25 г.
Hey Ian, maybe having the ability to use another saved portfolio as a benchmark would help for this use case? Or are you talking about using completely custom uploaded data?

IB
Ian Brissette

-7 мес.

Yes, having the ability to use another saved portfolio as a benchmark would work perfectly.
IB
Ian Brissette

-5 мес.

Hi Dmitry,

what's you eta for the new implementation?

(Having the ability to use another saved portfolio as a benchmark.)

Regards

Ian

U
User192703 сентября 25 г.
How do you compare two different portfolios?
DS
Dmitry Shevchenko24 октября 25 г.

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Улучшения Платформы

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