Trustia Docs
  • 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
        • Performance
        • 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
      • Binance Connect
      • Kucoin Connect
      • Coming Soon DEX / CEX
  • Risk management Framework
    • Capital Protection
    • Risk Measures
      • Average Returns
      • Adjusted Returns
      • Volatility
      • Maximum Drawdown
      • Downside Deviation
      • Ordinary Least Squares Method
    • Values at Risk
      • Historical VaR
      • Variance-Covariance VaR
      • Monte Carlo VaR
    • Ratios
      • Sharpe Ratio
      • Calmar Ratio
      • Treynor Ratio
      • Sortino Ratio
    • Backtesting Framework
      • Features
      • Monte Carlo Simulations
  • Others
    • Release notes
    • Support
      • Known Issues
    • FAQ
  • Connect With Us !
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  1. Systematic Investing
  2. Guide to launch your strategy
  3. Step 2 - Assets selection

Auto-suggest

PreviousStep 2 - Assets selectionNextAdd / Select Assets

Last updated 1 year ago

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With your strategy parameters set and your asset pool meticulously tailored, you're now at the pivotal moment where your personalized investment portfolio can be brought to life. By clicking the designated button, you initiate the process to automatically create a portfolio based on the careful setup you've previously established. Here's what you need to know to seamlessly transition from preparation to execution:

Initiating Portfolio Creation: Locate and click on the button "Auto-suggest" the portfolio creation process. This action is your command to our system to start building your portfolio according to the strategies, parameters, and asset selections you've made.

Understanding the Loading Phase: Upon clicking the button, its state will change to "loading," signifying that your portfolio is currently being constructed. This phase is brief but crucial, as our algorithms work behind the scenes to compile and organize your selected assets into a coherent and strategic portfolio.

Awaiting the Results: After a short waiting period, the anticipation culminates in the reveal of your newly created portfolio. The results of this automated process will be displayed directly in the selected assets panel, providing you with an immediate overview of your customized investment strategy in action.

What to Expect in the Results

  • Portfolio Composition: The selected assets panel will showcase the exact composition of your portfolio, including the assets you've chosen and how they're allocated based on your predefined preferences.

  • Strategic Overview: Alongside the asset details, you'll gain insights into how your portfolio aligns with the strategic objectives you've set, offering a clear picture of how your investment strategy has been realized.

Creating your portfolio automatically based on your previous setup is not just a matter of convenience; it's a testament to how technology can empower investors to realize their financial strategies with precision and personalization. As you move forward, remember that this automated portfolio is just the beginning of an active investment management journey that may require adjustments, reviews, and refinements to stay aligned with your evolving financial goals.

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