On a simulated (or live) strategy with the re-balance set to manual mode, is it possible to see which trades where recommended by the strategy and which were selected manually by looking through the history?
Thanks
Tony
Hi Tony,
There is not a manual mode for simulated strategies, so maybe I am misunderstanding your question. Live research strategies do not record any history of the buy and sell recommendations that the user has rejected. If you were to manually create a transaction for some ticker that was not part of a rebalance recommendation, then transactions like that can be identified because Rank will be NA on the Transactions page.
Personally, whenever I start a new live strategy, I create a ‘baseline’ copy of it and set it to automatic rebalance and let it run on its own. That gives me some idea of the systems performance without the influence of my choices to override some buy and sell signals.
Thanks DanP. Yes, I meant a live strategy. I am looking at a public live strategy that has its mode set to manual and I am wondering how many of the recommendations are being rejected by the owner.