Hello sir, As per the screenshots, NEULANDAB met the scanner conditions and appeared in the scan results. However, it was not added to the final momentify basket because the available per-stock allocation was insufficient for its price.
You can verify this in the Momentify logs, where it should show a message indicating insufficient amount. Therefore, the stock was identified correctly but was excluded from the basket due to allocation constraints.
To assist you better we kindly request you to share your UCC via DM
You can directly apply Stop Loss in backtesting.
@Abhay Kadaskar
Hello sir, the momentify rebalance will occur on the next trading day, in your case the basket will also be created freshly on Monday before the auto-rebalance takes place
@Naren Chouhan
Dear Sir,
We understand your concern. The Momentify basket execution works on live market data, whereas the simulator/backtest uses EOD (End of Day) data. Because of this, there can sometimes be minor differences due to post-market price adjustments and final data updates after market close. This is why, in some cases, one or multiple stocks in the live basket may differ from the simulator results.
In your case, the live real-time basket scan correctly generated USHAMART based on the live data available at that moment, so the executed basket is accurate.
Also, the Auto Rebalance feature in Momentify is already live. You can automate your Momentify strategies by going to the “Edit Strategy” section and selecting your preferred Auto Rebalance time.
Currently, reducing allocation or the number of stocks directly within an existing Momentify strategy is not supported.
As a workaround, you can:
Manually exit the stocks you want to remove
Create a new strategy with your desired allocation and number of stocks
Add your existing holdings to the new strategy using the Add Portfolio option
If you need help with this process, we can arrange a call and assist you.
Thank you for your suggestion. We’ve noted your requirement and will review its feasibility with the development team. We’ll share an update on the same
You’re correct—this option is currently not available for Momentify (trading) strategies and is only present in investment strategies. We will work on making it available
As a temporary workaround, you can delete the existing basket. Once removed, the Scan button will reappear, and you can generate a fresh basket.
Thank you for your suggestion. We’ve noted your requirement and will review its feasibility with the development team. We’ll share an update once we have more clarity.
For rescanning, there is an option called “Get Realtime Basket.” You can use this button to refresh or rescan the strategy. Please refer to the attached screenshot for guidance.
