Limit select stocks to certain dates in Portfolio Maestro

February 2nd, 2021, 07:28 PM

I am looking for a way to limit certain stocks to certain dates in Portfolio Maestro. I would like to be able to test a larger Portfolio set on my strategy rather than just the current portfolio set. For instance, I have 10 stocks using the strategy for 20 days, then the set changes to a new set for the next 10 days. I can code the dates in a strategy but not sure how to limit the strategy inside Portfolio Maestro to only trade during those 20 days that the stock is valid for. Currently I have to test a 20 day period with that stock list, then test the 10 day period with new stock list separately then kind of guess on the best optimization overall. Probably a very confusing question, but any help would be greatly appreciated.

February 8th, 2021, 02:32 PM

I have resolved this for now. If anyone has any better ideas though feel free to comment!

Just using the GetSymbolName function in the strategy itself to only let it fill for that symbol during certain dates. Kind of a funky work around but it works.

Limit select stocks to certain dates in Portfolio Maestro

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Limit select stocks to certain dates in Portfolio Maestro