Setting up customized filter criteria.

Note: Three pre-defined by PortfolioRunner team filter settings considered to be optimal ones, tested on virtual and real portfolios. It is strongly recommended to use one of those three filters: Aggressive, Balanced or Conservative. Creating custom filters might be suitable for experienced traders with deep level of risk management undersanding.

To change filter parameters or add criteria:
1.    Click “Settings” button. Filter settings window appears.
2.    If you want to create new filter, select “Create filter” from dropdown list.
3.    Click “Add criteria”. Add criteria you want and set their parameters.
4.    Click “Save” and close settings window.

Note: current day recommendations will be generated and displayed in automatic mode according to filter and risk management settings you saved. Each time you login the system you’ll see those recommendations, so this no need to load recommendations manually if you’ve made no adjustments to your settings.

Every time you logon to your account you see a set of current date recommendations (if any) generated by PortfolioRunner engine. This set of recommendations is generated automatically basing on pre-defined strategy and your Filter an Risk Management settings.

The next examples illustrate how recommendation set depends of user preferences. Look at the screenshot. You see recommendations generated on June 12, 2009. This is what the user sees right after logon, according to the settings he saved previously:

   Filter is turned off (No restrictions)
   Period is automatically set to current date
   Strategies "Tria" and "Floa" are selected
   Risk level swiched to "Aggressive"

Let's uncheck "Tria" box to get recommendations from "Floa" strategy only. (Click "Load" button to load recommendations after you've changed any parameters). Only 2 recommendations, received from "Floa", left.

Getting recommendations provides a set of stocks to buy or sell. To receive particular quantity, recommendations should be calculated. Please revert to for details.

The above combination of parameters generated four buy recommendations, and no sell recommendations. Since two strategies selected, user gets recommendations from them both.

So, varying your filter settings and using different strategies, you will receive different sets of recommended stocks. For example, aggressive filter settings will show stocks with higher profitability expectations but higher risk too. In the above example the user prefering balanced market behavior will be recommended only one stock to buy (very focused recommendation), while "no restrictions" filter makes some uncertainty, giving 4 stocks in recommendations. This example is quite simple because 4 stocks is a tight set, but when PortfolioRunner generates, say, 20 recommendations, filter preferences become really vital.

Note: You can select one of the default filter options in strategies section of portfolio management page:
1. No restrictions:    no filter applied, all recommendations from selected strategy will be displayed
2. Aggressive:    higher profitability expectations, but higher risk level
3. Conservative:    lower profitability expectations, but lower risk level
4. Balanced: compromise between Aggressive and Conservative filters