Post #5710 by mapg on the Mechanical Investing board

If someone appears to be repeatedly personal, lean towards patience as they might not mean offense. If you are sure, however, then do not deepen the problem by being negative; instead, simply place them on ignore by clicking the unhappy yellow face to the right of their name.

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Investment Strategies / Mechanical Investing

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The available trade buttons are: Buy, Sell, and Rebalance.

Me thinks you are making it seem harder than it is.

Allocate a fixed amount per stock with enough for float of cash.

For starters avoid the REBALANCE trade button.

Assume a fixed 5 stock "basket"

First edit by adding the new replacements to the "basket". No trade yet
The new stocks will show in the "basket" as zero $ amount.

When the market is open Select and "SELL" each Old stocks with the all selection.
With the cash funds available "Buy" in equal amounts to each NEW stock.

THe "Basket" will now show those not sold, those bought and those sold as zero $ amount.

The next time you edit then clean up those with zero amounts or not.

GD_

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