The Maximum Top Portfolios to Store section within the Portfolio Builder settings allows users to define storage and stopping conditions for the optimization process. This section helps manage the number of strategies stored and sets criteria for terminating the portfolio generation process.

Maximum Top Portfolios to Store

Maximum Strategies to Store in Databank

Description: This parameter sets the limit on the number of strategies that can be stored in the databank.

• Purpose: Limiting the number of stored strategies helps manage storage resources and ensures that only the top-performing strategies are retained.
  
  
• Use Case: Set this parameter to ensure that the databank does not become overcrowded, allowing for efficient management and retrieval of strategies.

Stop Generation When

This setting defines the conditions under which the portfolio builder should stop generating new strategies. Users can choose from several options to control when the optimization process should terminate.

Options:

1. Never

   • Description: Do not apply any stop generation condition.
     
     
   • Purpose: The portfolio builder continues to generate new strategies indefinitely until manually stopped by the user.
     
     
   • Use Case: Select this option if you want the builder to keep running continuously without any predefined stopping condition.
     
     

2. Totally Strategies (that passed filters) Were Generated

   • Description: Stop after a specified number of strategies that meet the filtering conditions have been created.
     
     
   • Purpose: This ensures that the builder stops once a sufficient number of viable strategies have been generated and evaluated.
     
     
   • Use Case: Use this option to automatically terminate the process once the desired number of strategies has been achieved.
     
     

3. Databank is Full

   • Description: Stop when the databank reaches its storage limit.
     
     
   • Purpose: Prevents the databank from exceeding its capacity, ensuring efficient storage management.
     
     
   • Use Case: Select this option to stop the builder when the maximum number of strategies that can be stored is reached.
     
     

4. After

   • Description: Stop the builder after a specified number of days, hours, and minutes have passed.
     
     
   • Purpose: Allows for time-bound optimization, ensuring that the builder does not run indefinitely.
     
     
   • Use Case: Use this option to limit the optimization process to a specific duration, useful for managing computational resources and time.

Summary

The Maximum Top Portfolios to Store section in the Portfolio Builder settings provides important controls for managing the optimization process and the storage of strategies. By setting the maximum number of strategies to store in the databank and defining stopping conditions, users can ensure efficient and effective portfolio optimization. This section helps in maintaining a manageable number of high-quality strategies while preventing the optimization process from running indefinitely or exceeding storage limits.