rebalance date

Home » Topics » QuantTrader Forum » rebalance date
rebalance date2018-05-06T08:38:45+00:00
  • Author
    Posts
  • brwg
    Participant
    Post count: 19

    The quant trader system seems to be using the end of the month as the rebalance date.

    Is there any flxeibility this can be adjusted from time to time.  For example, on the 3rd of June, I like to rebalance my portfolio, can i get the recommended portfolio based on that rebalance date?

     

    thanks

     

    B

  • Vangelis
    Moderator
    Post count: 157

    Yes, of course. With QuantTrader you can rebalance any day of the month you want to.
    Under the “Allocations” box you will 2 Tabs:
    1. “Invested” – This shows you what you would be holding if you were to rebalance at the end of the previous month (the default).
    2. Actual – This allocation is calculated based on today’s prices and may vary from the previous one.

    If you wanted to rebalance today (say the 3rd) or any other day, you would just follow the “Actual” allocations.

You must be logged in to reply to this topic.