Working with EDFs – Part 2
In Part 1 we saw how External Data Fields (EDFs) can be used throughout Optuma. This week I want to show you how EDFs can be used to setup your own mini Portfolio Manager.
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Working with EDFs – Part 1
External Data Fields (EDFs) allow you to import, or input, custom values on a code-by-code basis, which can then be referenced throughout Optuma. This article will provide several examples of what you can do using EDFs.
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Experts agree this one habit is essential to investor success
Maintaining a trading journal, while not a new concept, has evolved over the years, from a pen and pad, to detailed portfolio logs of every entry and exit made.
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