@Prashant-Shah Sir, 1 probable bug :
Inside the Positions help, from the list of stock, when I click edit and Add ä "minus quantity", then the Scrip qty is reducing to 1.
Example : PGEL initial position shows 11 qty.. but when I edit and add -5 (minus 5), the new qty comes down to 1 qty. Even if I edit and add -11 (actual full qty), it still comes down to 1.
CHAITANYA JOSHI
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@Parul Mahajan @Prashant-Shah Yes, i am also facing similar issue when enabling SIP. The allocation only shows 1.
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I just saw that there's an option "Add to portfolio" .. but this allows only 1 scrip addition. After 1 scrip is added, the option to add to portfolio disappears. Request you to please allow more additions. This will help in adding stocks which got missed out because on rebalance date, it was below 20EMA(example).. and then 2-3 days later those stocks again continued the momentum.
Also please allow to Sell stocks from the monthly list, to rebalance the allocated funds, or to remove some list before they continue to add losses to the overall portfolio the entire month. -
Momentify is a wonderful platform, thank you for developing this.
I have done mutiple simulations to test and learn about Investing Strategy.
Need your help to reduce the losses.
Here's what I am doing :
MIP30 252 period only , within 50% retracement, EMA of 200 and 100 both .. also using Market trend filter with Nifty500 and EMA 20 and rest is all default.For simulation, I am doing SIP of 1 lac, start date 1Jan222 till 28Apr25 and 10 stocks with exit Rank20.
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As per the exported data, I am making a CAGR of 123.15%, but if system could have avoided trading after 1st Oct , this would have been much higher.
Till 01Oct2024 the Total PL is Rs. 3,136,202.. but till 28Apr2025 it is left with Total PL @ Rs. 1340401. = CACR 123.15% -
Out of 98 total traded 26 of them are less than 30-34 days and all are having -ve returns. except 5 days out of 26 which are positive. Net Loss of 1,61,306 (removed last 28days of Apr trades as they did not complete 1 full month)
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Since the rebalancing is happening only on 1st (as per simulation) it is skipping stocks with are below 20EMA during rebalancing period.. example Mazdocks.
If we could somehow exit and re-enter a stock within 1 month (even within rebalancing period) when it goes above 20EMA (example) on a later date , we could have ridden the full momentum of this stock or similar.
Please make some provision to re-enter a stock which was exited in last 1-2 months due to Market Trend filter either a daily monitor/flag/pop-up.. to allow mannual entry. This would help catch the full momentum of a stock. which somehow got kicked out only because, on the date of rebalancing (or around that period), it went out of scope.
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