Currently, when we make adjustments to our strategy parameters, we often want the name to reflect those changes. However, because there is no option to rename an existing strategy, we are forced to close the current strategy, sell all the underlying stocks, and create a brand-new one. This workflow is highly inefficient and creates an unnecessary tax event by forcing us to realize capital gains.

We would like the option to change the name of an existing Momentify strategy without closing it or selling any stocks.

Simply allowing an inline rename function would give our existing strategies a new identity while keeping our assets fully intact. This may be achieved if the platform  treats the strategy's "Name" as a mutable metadata tag rather than a strict database primary key.

Kindly consider this feature for your upcoming product upgradation roadmap.

@Prasiddh-Shroff auto-rebalance worked perfectly as described. Thanks to the @Definedge team for introducing this facility. This is indeed a game-changer.

Dear @Definedge team, My momentify portfolio is set for auto-rebalance on 10th of each month. This month 10th is a Sunday ; a non-trading day. So will auto-rebalance generate the basket on 10th and execute on 11th May the first trading day after the designated auto-rebalance day? or it will just generate the basket and on Monday morning, i will have to manually execute the basket. Let me know.

Yes - excruciatingly slow. I also noticed it. Takes almost an hour for a 3-4 years of backtesting with weekly rebalance. - @Definedge team please look into it on urgent basis.