all the remaining cash invested

I would like to run a simulation that invests all the remaining cash. For instance if I set the number of positions to 20 stocks but the trading system during rebalancing only allows 15 stocks, I’d like to have all the remaining cash invested in those 15 stocks. Is it possible?

Yes. In the rebalance tab, select “Formula Weight” as your sizing method. In the “position weight formula” box put “1” (or any other formula you want to use for weighting). At the bottom of the page, click on “Automatically adjust new transactions to remain at 100% invested.”

You do need to have an “Ultimate” membership to use this feature . . . I don’t believe there’s a way to invest the remaining cash in a simulation without it.

thank you!

If you have a market timer in the rules you can get numerous periods when the model goes to cash, like the one below.