Topic: Transfer portfolio to collections

Hi,

If I load a portfolio with 10 strategies in the validator and uncheck “use of common acceptance criteria” I will only get 3 strategies in the collection. Why will I not get all 10 strategies in the collection?

Re: Transfer portfolio to collections

It's likely because some of the strategies you have in the portfolio, while they were profitable up to the time they were generated,  are no longer profitable with the new updated history data.

Re: Transfer portfolio to collections

you can also try upload the collection in collection and recalculate. so you will get all with the new data calculated.