MaintainEquity


Maintain Equity

StrataSearch testing can be configured to maintain equity across portfolio sizes, or to maintain trade amounts across portfolio sizes.  When configured to maintain equity, the same starting equity is used for all portfolio sizes, with a portfolio size of 1 using all available cash per trade and a portfolio size of 20 using only 1/20 of the available cash per trade.  When configured to maintain trade amounts, the trade amounts are the same across portfolio sizes, but the starting equity will be 20 times larger for a portfolio size of 20 than for a portfolio size of 1.  See the EquityAmount column for the initial equity or trade amount.


The Maintain Equity setting can be found on the Trade Amounts tab of the Trade Settings.  Also see Portfolio Evaluation for more information.