Portfolio Boss Documentation

Instrument Public Age Filter

 

 

This filter only exists as a Buy Filter. It allows you to select instruments which have been publicly traded within a certain period.

For example, stocks fresh out of the IPO tend to have a stronger rally and greater profit potential, not just because the hype surrounding the launch but also the growth spurt of a new company (but this isn't always the case). Older stocks on the other hand, have a consistent and more predictable performance for longer term trading.

 


 

1.  The first parameter defines whether the instrument's age must be “More Than” or “Less Than” the specified period.

 

 


 

2.  The second parameter defines the threshold period; you can enter days or months here by typing and selecting the value.

 

 


 

Note:

 

This filter can't be applied if you have but one instrument in the strategy's Portfolio.

 

 

The filter is grayed out and you can't select to add it:

 

 

 

 

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