Forum Replies Created
Some of mutual funds quotes can’t be updated with either Tiingo, Yahoo or Google. Had to update them manually from Yahoo.
Mutual funds symbols (I use T. Rowe Price) can’t be loaded with the new version.
Is it possible to add API for TD Ameritrade to use brokerage data instead?
Hi, I noticed a difference between allocations in “allocations as of today” windows in QuantTrader and the middle colored graph between the 2 chart. For example, when I moved cursor to today’s date on the graph for Nasdaq 100 it shows a ranking of CSX, LRCX, MU and WDC. While in the allocation as of today it listed APPL, CSX, LRCX and WDC. It happened in different strategies. If I need to rebalance at certain date which allocations are the right ones?
I am trying to have a strategy combing 3 components of T.Rowe Price Funds (core, sectors and Bonds) to be balanced monthly. I can’t put a maximum allocation for the sectors which takes the top ranks of the total strategy. I think, and I might be wrong, sector rotation is riskier than the core funds and I want to limit it to a max of 30%. Also I noticed the bond hedge doesn’t rank at all, and I tried through portfolio management to put a minimum allocation but I get an error message when I try to save it. Finally will it be possible to replicate the consolidated signal using T.Rowe Price Funds to get Max Sharp, Max CAG Vol <15%, etc…. Attached, please find the portfolios I used. I appreciate if you can help put a hedged strategy of the the 3 components.