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Portfolio123 » List all forums » Forum: Screener » Thread: Inconsistent Portfolio Ranks |
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Total posts in this thread: 5 |
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linzjonz
Advanced Member
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Marco, In an active Portfolio I notice an inconsistency in the Rank values shown on the "Current Holdings" page and those on the "Rebalance Recommendations" page. It appears to occur when using a Screen to define a stock universe rather than the Buy rules. Hope this can be sorted out Lindsay P.S. Please add a Print button to the Rabalance Recommendations page (in fact, ALL pages) |
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greyhound_dog_1
Advanced Member UNITED KINGDOM Joined: Oct 12, 2006 Posts: 20 Status: Offline |
Hi - I suspect more details will be required in order for Marco to diagnose the issue you describe. My first thought though is this - have you hit 'recalculate statistics' at the bottom of the current holdings screen? Andrew ---------------------------------------- Andy |
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marco
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Lindsay, you are correct. The Current Holdings page Rank column ignores the screen setting, and so does 'Recalc Stats'. Should be an easy fix. You can use the Holdings->Ranks page to check the ranks of the current holdings. ---------------------------------------- Portfolio123 Staff |
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linzjonz
Advanced Member
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Just came to the same conclusion - Thnx |
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marco
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Clicking on 'Recalc Stats' from the Holdings->Current page should now update the ranks correctly (it will use the screen if one is defined). Please note that the Ranks column in the Holdings->Current page is not being updated daily. At the moment it is only updated if a rebalance is performed, or if you press the 'Recalc Stats' manually ---------------------------------------- Portfolio123 Staff |
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