The underlying concepts of PortfolioRunner strategies is an essence of economical and mathematical research & analysis that has been going on for more than 5 years. Technically, a strategy is a set of algorithms developed by the PortfolioRunner team or third party strategies generators and integrated into a unique decisive engine. This means that a user cannot affect any calculations performed within a chosen strategy, but has access to and can modify vital parameters that govern search for “good” stocks to buy and monitors open positions to sell at the right moment.
To receive recommendations at PortfolioRunner, you have to designate one or several strategies for your portfolio.
PLEASE NOTE, THAT YOU ARE NOT LIMITED TO USE RECOMMENDATIONS GENERATED BY PORTFOLIORUNNER STRATEGIES. ANY BUY SIGNALS COULD BE PERSONALIZED FOR YOUR PORTFOLIO.
The result of calculations performed by the engine depending on a strategy, recommendation’s filter and risk management settings is a set of recommendations (stock symbols) to buy or sell. THIS SET OF RECOMMENDATIONS IS UNIQUE AND PERSONALIZED FOR EACH AND EVERY USER, RESULTING FROM THE USER'S RISK MANAGEMENT SETTINGS AND ALSO VOLUME AND STRUCTURE OF PORTFOLIO ITSELF.
By default you receive recommendations for a current date, e.g. recommendations that were generated based on stats ending last trade day data. However, you can use recommendations that were generated earlier but still applicable for your strategy and risk management settings - Actual recommendations.