Strategies

An Investment Strategy is a collection of Investment Ideas. To create a new strategy, a new Investment Idea is created and the strategy details are passed with the idea, using a common reference (see Creating Ideas).

There is no limit to the number of strategies that can be created.

Strategy Types

There are three types of strategies:

1. Signal based - the strategy contains any number of individual Investment Ideas. There is no percentage allocation (or quantity) specified and so there is no restriction on the number of Ideas that can be created.

2. Portfolio based - the strategy contains any number of individual Investment Ideas which have an associated percentage allocation.

3. Rebalance - an array of assets with an associated percentage allocation, totalling a maximum of 100%.

The key difference between the Portfolio and Rebalances types is that with the Rebalance option, the full portfolio must be passed in each time and this is likely to result in multiple changes to the portfolio, whereas, with the Portfolio based type, only a single asset is passed, resulting in just a single change.

Portfolio based strategies are due in Q3 '24