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  • Welcome to Trustia's Documentation
  • Systematic Investing
    • Introduction
    • Guide to launch your strategy
      • Requirements
      • Step 1 - Strategy Configuration
        • Weighting Selection
          • Strategy Selection
          • Minimum and Maximum Allocation Selection
          • Additional Parameters selection
        • Ocurence rebalancement Selection
        • Capital Protection Configuration
          • Enable Capital Protection
          • Floor Percentage Configuration
          • Multiplier configuration
        • Exchange configuration
          • Exchange API Key
          • Invested Amount
        • AI Asset Selector
          • Asset Pool Size
          • Include / Exclude Categories
        • Validate the configuration
      • Step 2 - Assets selection
        • Auto-suggest
        • Add / Select Assets
        • Search Assets
        • Validate Assets selection
      • Step 3 - Backtest & launch
        • Compare your results
        • Global Information
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        • Returns metrics
        • Ratios Metrics
        • Volatilities Metrics
        • Value at Risk Metrics
        • Trustia Charts Generator
          • Portfolio Performance
          • Drawdown
          • Weightings
          • Portfolio vs Components
          • Ratios Analysis
          • Efficiency Frontier
          • Historical Volatility
          • Values at Risk
          • Covariance Matrix
          • Correlation Matrix
        • Launch your Strategy
    • Features
      • Innovative Weighting Strategies: A Customized Approach
      • Dynamic Asset Allocation
      • Capital Protection
      • Backtesting
    • Algorithms Models
      • Equal
      • Market Capitalization
      • Maximum Sharpe Ratio
      • Minimum Volatility
      • Efficient Risk
      • Efficient Return
      • Maximum Return / Minimum Volatility
      • Inverse Variance
      • Maximum Diversification
      • Maximum Decorrelation
    • Available Trading Platforms
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      • Coming Soon DEX / CEX
  • Risk management Framework
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      • Adjusted Returns
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      • Maximum Drawdown
      • Downside Deviation
      • Ordinary Least Squares Method
    • Values at Risk
      • Historical VaR
      • Variance-Covariance VaR
      • Monte Carlo VaR
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      • Sharpe Ratio
      • Calmar Ratio
      • Treynor Ratio
      • Sortino Ratio
    • Backtesting Framework
      • Features
      • Monte Carlo Simulations
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  • Navigating Systematic Portfolio Management: A Comprehensive Guide
  • A Comprehensive Guide to Systematic Portfolio Configuration on Trustia

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  1. Systematic Investing

Guide to launch your strategy

Tutorial for configuring a strategy

PreviousIntroductionNextRequirements

Last updated 1 year ago

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Navigating Systematic Portfolio Management: A Comprehensive Guide

Embarking on the journey of systematic portfolio management requires a nuanced understanding of various portfolio construction strategies, each with its distinct benefits and advantages. As you prepare to configure your systematic portfolio manager, it's paramount to reflect on your investment objectives, risk tolerance, and time horizon. This initial step is crucial in selecting the strategy that resonates most closely with your financial aspirations.

Diversification stands as the cornerstone of effective risk management. Our methodologies are crafted to provide you with a robust toolkit for achieving broad diversification, ensuring that your investments are well-protected against market volatilities. This tutorial aims to shepherd you through the intricate process of configuring your portfolio manager, empowering you to harness the full spectrum of our system's features.

Whether your focus is on maximizing risk-adjusted returns, curtailing volatility, or safeguarding capital, our guide is here to provide you with the requisite knowledge and techniques to customize your portfolio to fit your unique preferences. We'll walk you through each step of the journey, demystifying the complexities of digital portfolio management and introducing you to our advanced weighting strategies and dynamic asset allocation tools.

Prepare to transform your investment vision into a tangible and strategic reality. With our step-by-step tutorial, you'll be well-equipped to navigate the digital asset management landscape, leveraging sophisticated tools to craft a portfolio that not only meets but exceeds your investment goals.

A Comprehensive Guide to Systematic Portfolio Configuration on Trustia

Embarking on the journey of configuring your systematic portfolio manager is a pivotal step towards achieving your investment goals. This guide is meticulously designed to walk you through the configuration process, empowering you to leverage the system's full capabilities tailored to your unique investment profile. Here's how to get started.

On the corner right you will find the "add Strategy Button"

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