After you’ve got a set of recommendations, you will need to receive a data about particular quantity of stocks to buy according to your risk management preferences.
CALCUATING RECOMMENDATIONS WILL GIVE YOU PARTICULAR QUANTITY OF STOCKS TO BUY.
ALL THE STOCKS YOU'LL SET FOR SALE WILL BE SOLD OUT.
Do the following:
1. Select (by checking appropriate checkboxes) stock symbols you decided to process.
2. Click “Calculate” button. PortfolioRunner performs internal calculations and quantity figures appear for each stock symbol you selected.
Setting up custom Risk Management
Note: Three pre-defined by PortfolioRunner team RM settings considered to be optimal ones, tested on virtual and real portfolios. It is strongly recommended to use one of those three options: Aggressive, Balanced or Conservative. Creating custom RM might be suitable for experienced traders with deep level of risk management undersanding.
To change risk management settings (for experienced traders):
1. Click “RMSettings” button. Risk Management settings window appears.
2. Select one of pre-defined parameter sets (Aggressive, Balanced, Conservative) from dropdown list or chose “Custom” and adjust parameters you want:
a. Volume, %:
b. History depth, days
c. Capital max fall, %
d. Capital max share, %
3. Click “Save” and close settings window.
After you finished setting up filter and risk management, chose time period (by default you will receive current day recommendations) and click “Load”. Recommendations will appear in bottom right section.
Note: Quantity calculations for particular symbol are strongly connected with risk management settings, available cash (buying power) and also are dependant of other symbols selected for processing. The set of figures you receive is a result of multi-factor optimization.
