Dear All,
as I am currently working on analysing monthly Investment plans I am missing the feature of having a monthly cash transfer incrementing the capital instead of working with a fixed starting capital.
As an example I want to have a fixed cash increase (i.e. 1000$ per month) and than having a strategy for buying Shares based on the available capital.
Some Input on this is highly appreciated as the performance measures are not really applicable to my models.
Kind regards
Sven
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Hi Sven,
If something can't be done, then deposit or withdrawal are best candidates. Although the effect of withdrawal can be
roughly estimated with the
Withdrawal PosSizer, deposit probably is not.
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Hi Eugene,
thanks for your quick reply.
Programming an own PosSizer was also an idea I had (but it seems that it is not possible to influence the portfolio equity this way).
An other idea was having Kind of synthetic Symbol with a fixed Profit adjusted to the monthly deposit, but this would mess up the perfromance metrics.
Maybe you have an idea if there is a way to directly influence the portfolio equity?
Kind regards
Sven
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Unfortunately, no.
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Maybe you have an idea if there is a way to directly influence the portfolio equity?
There is an idea: build a custom fundamental provider.
With the advent of the new "Transfer fundamental provider" to
MS123 Extra Fundamental providers, it becomes pretty easy to backtest the effect of deposits and/or withdrawals on the account. The Withdrawal PosSizer becomes legacy solution. A detailed walkthrough is available in the Wiki:
Backtesting deposits and withdrawals
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