39 lines
2.5 KiB
JSON
39 lines
2.5 KiB
JSON
{
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"type": "Portfolio System",
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"definition": {
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"text": "A portfolio system is a framework handling the low-level logic that serves to structure the processes and methods used to implement and deploy portfolio strategies.",
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"translations": [
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{
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"language": "ES",
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"text": "Un portfolio system es un marco que maneja la lógica de bajo nivel que sirve para estructurar los procesos y métodos utilizados para implementar y desplegar estrategias de portfolio.",
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"updated": 1624375355452
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}
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]
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},
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"paragraphs": [
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{
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"style": "Block",
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"text": "Content"
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},
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{
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"style": "Text",
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"text": "In practical terms, a portfolio system is a hierarchical arrangement organizing the actionable aspects of your investment plan. The hierarchy contains definitions regarding any number of portfolio strategies, all operating on the same market and sharing the same initial capital allocation."
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},
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{
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"style": "Text",
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"text": "You use a portfolio system to define strategies following the Superalgos Protocol, splitting strategies into four stages: trigger, open, manage, and close."
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},
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{
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"style": "Text",
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"text": "The concept of describing strategies in stages is fundamental to the methodical aspect of the portfolio system, as it provides a framework to run every strategy with the same framework, which contributes to developing scalable portfolio systems that may grow to any number of strategies."
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},
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{
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"style": "Text",
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"text": "When a portfolio system features more than one strategy, the first strategy has precedence over the second, the second over the third, and so on. This means that strategies are evaluated in a sequence. When a given strategy is triggered-on, the remaining strategies in the queue are no longer evaluated until the strategy triggers off. In other words, when multiple strategies are deployed within a single portfolio system, only one strategy may trade at any given moment, and precedence is given by the order around the portfolio system node."
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},
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{
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"style": "Text",
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"text": "As a corollary to the above, if you wish strategies to operate in different markets, or you wish strategies to be able to take positions simultaneously, then you must set up those strategies in different portfolio systems."
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}
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]
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} |