Stock Allocation Engine
Upload data to generate portfolios and trades.
1. Daily Data Files (Upload new days to add to history)
Inspect Data
Clear Stored Data
Files must include dates in filenames. App keeps the 5 most recent days in memory.
2. Rules File (Optional if saved)
3. Previous Portfolio (Required for Trades)
Run Rules Only
Generate Trades
Ready.
Data Inspection
Target Portfolio
Export Portfolio (CSV)
Trade Logic
Cash Alloc (%):
Recalculate
Export Trade (ADD)
Export Trade (IB)
Export Full Trade Log (CSV)