- ago
Hello. I would like to solve the reason why I have 17 open positions while in the strategy there is a condition to go long when "number of open positions is less than 4". Thank you!!

I am backtesting the Wealthsignals dataset SP500 on daily basis. Multiple positions management. Sizing: trading the equity curve (10/5).


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- ago
#1
The system takes multiple positions. Have you checked "Across Portfolio?" in that condition block?
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- ago
#2
No, I didn't check "across portfolio" because I want this rule valid only for this strategy. It takes multiple positions because I want active risk management, and it's limited by the "less than 4" condition. Somehow the strategy opens 17 positions, overriding the "less than 4" condition.
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Glitch8
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- ago
#3
Checking "Across Portfolio" means that it will still apply only to this Strategy, but to ALL symbols being processed by the Strategy.

Try it out!
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- ago
#4
Ohh!! Now I understand so with this unchecked, the 5 open positions rule was applied to just the same asset, therefore it still opened different ones. Danke schung!!!
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