How To Create a Custom Asset Class Group Scores Model

  • Updated

 

1. Click on Create New Model

Click on Create New Model

2. Click on ACGS…

Click on ACGS…

3. Click on Next

Click on Next

4. Select a Template or Click 'Add Allocation Type'

Select a Template or Click 'Add Allocation Type'

5. Set Your Minimum & Maximum Allocation for Each Investment Category

Set Your Minimum & Maximum Allocation for Each Investment Category

6. Select Your Evaluation Frequency

Select Your Evaluation Frequency

7. Click on Next

Click on Next

8. Click 'Add Assets' to Select the Investments for Each Sleeve

Click 'Add Assets' to Select the Investments for Each Sleeve

9. Select Your Investments

You can include any type of security in each sleeve- NDW Models, Custom Models, ETFs, Mutual Funds, Stocks, etc.

Select Your Investments

10. Click on Add Tickers

This will add your selected investments to your model

Click on Add Tickers

11. Click on Next

Click on Next

12. Set Your Backtest Parameters

Set Your Backtest Parameters

13. Click on Create Preview to Run Your Backtest

Click on Create Preview to Run Your Backtest

14. Review Your Backtest Results

Review Your Backtest Results

15. Click on Save Model

Click on Save Model

16. Assign Your Model a Name and Symbol and Click 'Save Model'

Assign Your Model a Name and Symbol and Click 'Save Model'
 

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