Series and Portfolio() function

whotookmynickname · June 28, 2019, 12:43pm

Hi P123 and community member!

I would like to plot factors for a portfolio using the Portfolio() function. Somehow this does not work:
UnivMedian(“Portfolio(1502344)”,“EarnYield”)

what am I doing wrong
any workaround?
@P123: why is Portfolio() not enabled in Series. This would open up quite a huge possibility to track the development of a portfolio over time (not position size-weighted, but at least give us an idea)

Thanks
whotookmynickname

dnevin123 · June 28, 2019, 1:46pm

I second this… pretty sure I asked for the same thing not that long ago. It would be very helpful for understanding Sim behavior over time.

Not sure why it would be disabled.

WalterW · June 28, 2019, 2:01pm

Perhaps to prevent circular dependencies?

whotookmynickname · July 3, 2019, 12:53pm

@P123. Any inputs from your side on my questions?

yuvaltaylor · July 3, 2019, 4:12pm

This was a feature request: https://www.portfolio123.com/mvnforum/viewthread?thread=11765 . We have a lot of feature requests to consider, and it’s one of them. I hope we’ll be able to fulfill this one and many others soon.