Existing Holdings to Momentify Portfolio Strategy
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Hello,
I was manually running a momentum portfolio strategy and have qualified stocks in my portfolio holdings. I want to now automate the strategy using momentify. If I start a new momentum portfolio strategy, how can I retain stocks in the strategy (do not trigger a new buy) if they qualify during the initial investment of the momentify strategy and those stocks are already part of the existing portfolio holdings?
@Definedge I have shared my UCC number in DM
Regards,
Jaspreet -
You can initially add the portfolio and from the following Rebalance day, the Momentify will trade accordingly.
