Joe,

Thanks for the ideas. Instead of creating atc clones I imported the 
categorization equivalent number into the OI field as you suggested. I 
may also experiment with Mark's groups idea as that may be of some 
benefit in other ways such as reports  etc. Now I just have to figure 
out whether I need the CBT or if I can do this with the regular 
backtester. I would have thought you FastTrac guys would have done all 
this already! :-)

Regards,

Duke Jones, CMT

Joe Landry wrote:
> Duke, you could create clones(with add to composite) of each mutual fund and 
> tuck the
> category number in one of the composite fields, probably open interest; 
> although mutual funds
> have only one field and that means OHLV are also available. I've used this 
> technique
> of building clones to store fundamental data and scores from prescoring 
> runs.
>
> When processing that watchlist containing the 1390 clones, you can extract 
> the category
> from the say, OI field.
>
> You'd need a file(s) or a table assigning the category to the mutual fund 
> before you created the
> clones.
>
> I'm thinking you would score the entire group and pick five, one each out of 
> the top categories?
>
> Best regards
> Joe
>
>
>
> ----- Original Message ----- 
> From: "Mark H" <[EMAIL PROTECTED]>
> To: <[email protected]>
> Sent: Tuesday, September 05, 2006 9:50 PM
> Subject: Re: [amibroker] Restricting Duplicate Categories in Rotational 
> Trading
>
>
>   
>> This can be done with AmiBroker with some twists.
>> 1. Use Groups to categorize the funds. A JScript can be used to assign
>> Group.
>> 2. Use CBT Rotational mode.
>>
>> ----- Original Message ----- 
>> From: "Duke Jones, CMT" <[EMAIL PROTECTED]>
>> To: <[email protected]>
>> Sent: Tuesday, September 05, 2006 8:56 PM
>> Subject: [amibroker] Restricting Duplicate Categories in Rotational 
>> Trading
>>
>>
>>     
>>> I have a project that I would like to tackle in Amibroker which is to
>>> develop a rotational trading system for a fixed universe of mutual
>>> funds. There are over 1390 funds classified into about 70+ categories. I
>>> would like to import the categories into a field into Amibroker and then
>>> be able to restrict the number in each category in the back/forward
>>> tests. Therefore, if I have 5 max open positions no more than 1 small
>>> cap funds or gold fund etc..
>>>
>>> Some of the ideas that come to mind are using one of fundamental text
>>> fields and perhaps convert from string to a number per category and then
>>> use that as the filter but I wasn't sure this would work in rotational
>>> mode. If anyone has tackled this or has some suggestions on what did or
>>> didn't work that would be great.
>>>
>>> -- Regards,
>>>
>>> Duke Jones, CMT
>>>
>>>
>>> Please note that this group is for discussion between users only.
>>>
>>> To get support from AmiBroker please send an e-mail directly to
>>> SUPPORT {at} amibroker.com
>>>
>>> For other support material please check also:
>>> http://www.amibroker.com/support.html
>>>
>>>
>>> Yahoo! Groups Links
>>>
>>>
>>>
>>>
>>>
>>>
>>>       
>>
>> Please note that this group is for discussion between users only.
>>
>> To get support from AmiBroker please send an e-mail directly to
>> SUPPORT {at} amibroker.com
>>
>> For other support material please check also:
>> http://www.amibroker.com/support.html
>>
>>
>> Yahoo! Groups Links
>>
>>
>>
>>
>>
>>
>>
>>
>>     
>
>
>
>
> Please note that this group is for discussion between users only.
>
> To get support from AmiBroker please send an e-mail directly to 
> SUPPORT {at} amibroker.com
>
> For other support material please check also:
> http://www.amibroker.com/support.html
>
>  
> Yahoo! Groups Links
>
>
>
>
>
>
>
>   

-- 

Regards, Duke Jones, CMT


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