Portfolio Master – using the strategies that the porfolio generated.
6 replies
FirestarZA
2 weeks ago #288117
I just upgraded to Ultimate after years on Pro. I specifically upgraded to get the Portfolio Master, as exporting to Quant Analyzer, running the portfolio calculations, and then manually exporting the source code of each individual strategy in the portfolio, was getting a bit tiresome.
I want to know what the creators of SQX had in mind when it comes to going from a completed portfolio (portfolio master created a portfolio that you’re happy with, which contains x number of strategies), to the source code of all the strategies in the portfolio.
Here’s an example.
I have a portfolio with 30 strategies in it, in the results databank, in the portfolio master. I want to export the source code of each. I can select the portfolio, then click on Save >> Source Code >> MT4, and export the entire portfolio to MQL4, but it doesn’t seem to export the entire portfolio. It only exports one of the strategies, I think. Also, even if this worked, which I don’t think it does, I still only get the original MM inside the strategy, and not a “fixed risk of account”, like I want.
So, what was the idea? Do I still have to go and search for the strategy from the Simple Strategies Databank, and then export their source code individually? How was it designed to work? Or am I missing something?
FirestarZA
2 weeks ago #288118
Sorry, a second question. Is there a way to tell the portfolio master that I want to treat each Symbol/Timeframe as a single sector? If I have GBPUSD H1 and GBPUSD M30, if I select I want maximum of 1 strategies per sector, will it treat this as 2, or 1?
FirestarZA
1 week ago #288212
Anybody?
Drunksingha
1 week ago #288216
checkinh this link bro:
<h1>Improved Portfolio Master functionality in StrategyQuant v140</h1>
<section class=”sanitized-content”></section>
FirestarZA
1 week ago #288223
Thanks. I did read that, but unfortunately, it doesn’t answer my question.
I’m looking more for a walk-through on how to use this function. What does the “workflow” look like from the following two scenarios:
1. I have a bunch of individual strategies that I want to create a portfolio for.
2. I now have a portfolio that I am confident in, and I want to test it in a demo account. How do I go from an acceptable portfolio to individual strategies, exported for my platform, and merged into a single symbol/timeframe combination, with the right money management selected during export.
Its as if I am missing the process. Either that, or nobody is actually using the function, and therefore they don’t know the limitations? I suspect its the former, not the latter.
Drunksingha
5 days ago #288257
my step in Portfolio master when done creating:
1. copy to another one DATABANK
2. split strategies
3. select them all except Portfolio[x.x.x.x.]
4. Merge into ‘Strategies merged to one (traing in parallel)’
Chen-Hsuan Yeh
6 hours ago #288352
This step is necessary. Portfolio Master only calculate the backtest statistics in you strategy reports. It doesn’t compile all the strategy source code together. If you follow the steps above, you should be able to get what you want.
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