This week we have experienced the day that unleashes an avalanche of tweets, posts, and air-raid sirens. It is the day the perpetual bears have been waiting for. It’s the day of the death cross! Many commentators will make a huge deal about this, they will tell us this is the beginning of the end and we are due for a long bear market correction. They could be right – but is that likely?
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This post is an update on some errors we have found with our testing tools. Being open about issues like this is very important to us.
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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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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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Optuma clients can download and open their own copy of the sector workbooks for the ASX and S&P500, which includes lists of the companies within each sector and example Page Layouts.
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