[Feature] Set custom diversification for all companies in custom strategy

Jan Bažant

• 15 april 2021 10:48

I have the following idea for improvement.

When I create a custom strategy and I want to set the same diversification for all companies, then currently I have to do it manually (let's say I want to set 10% for all of them and modify only a few of them to some lower or higher value). Now when the newly created strategies are based on invidiual companies and not groups as before, this becomes even more painful.

Currently there are options "Set default" and "Set equal", but these do not suit my needs. There could be a third option e.g. "Set custom" + an input field, that would set the given value to all companies.

 

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  GIORGIO FIGHERA

  • 15 april 2021 11:03

  I totally agree!
  
  this feature combined with this other one will make the maintenance much easier: https://help.mintos.com/hc/en-us/community/posts/360015197598--feature-Diversification-settings-shared-for-all-custom-strategies

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  Y

  • 18 april 2021 09:41

  Good idea. Right now you have to spam Tab and e.g. 10 to rush through the list.

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  Jan Bažant

  • 2 mei 2021 11:49
  • Bewerkt

  So, because I do not know whether or when this feature could be implemented officially, I came with my own solution. I implemented this using a userscript; in general, userscripts are small pieces of Javascript code that can be run on any webpage, allowing one to improve page functionality. You need a browser extension allowing you to do this, such as Greasemonkey (for Firefox only) or Tampermonkey (Firefox, Chrome and maybe others).

  If anyone is interested then see my repository where you can find more information (don't be affraid, the installation is pretty easy): https://gitlab.com/honza.bazant/userscripts-mintos

  In case of any issues please do not hesitate to report them.

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  Daneel

  • 25 maart 2022 07:12

  Adding to that, it's really annoying that every slight change in the amount per loan, interest rate etc. resets all of my diversification settings. There is absolutley no need for this. My current settings are a maximum of 15% each, so I have re-enter these 15% for all of my ~60 LOs everytime I adjust something else.

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