Support for Hypothetical portfolios


#1

Does the platform support creation of hypothetical portfolios based on existing portfolios by cloning them, which the user can go and modify and run analytics on them?

Thanks,
Adi


#2

Also while configuring portfolios their is a ‘save as’ button but it seems to be disabled, is that intentional?


#3

It’s functionality that hasn’t yet been implemented in the UI. There is a copy portfolio command line utility that does the same thing at the moment.

We tend to use our Excel client, which is not Open Source to do hypothetical portfolio scenarios by cloning existing portfolio structures into the ‘User’ portfolio master and adding the hypothetical positions/trades/securities into the ‘User’ positions masters. The system then sees these as any other portfolio/position/security/trade, but they are wiped out on server restart like temp files.