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Portfolio123 » List all forums » Forum: Simulations and Portfolios » Thread: Fundamental data as of date - out of date? |
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Total posts in this thread: 3 |
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billdoepp
Advanced Member
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I have noticed the fundamental data as of date is out of date on a set (but not all) of my portfolios. Is this a problem? Below is what appears on the rebalance page: The recommendations will be based on fundamental data as of 07/21/12 |
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marco
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Do you have the "Force Weekly Ranks" set to yes in "Universe & Ranking" section of the system? When set to yes it uses the last weekly snapshot which, since this morning update is late, is still set to 7/21 BTW: this setting was added so that portfolio rebalances matches a simulation. A simulation (at the moment) only has access to weekly snapshots, while a portfolio has access to the latest data from previous day. Therefore a rebalance of a portfolio intra-week can potentially not match a simulation. ---------------------------------------- Portfolio123 Staff |
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billdoepp
Advanced Member
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Yes, the "Force Weekly Ranks" is set to yes. Thanks for the clarification. |
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