Share New Research 
Hi, I'm currently using SetHoldings to update my portfolio weights at given points in time using a list of PortfolioTarget objects. How do I alter the amount of cash I have? Let's say my current equity is comprised of a portfolio with 20% AAPL, 70% TSLA and 10% cash. Let's say I desire 30% AAPL, 40% TSLA and 30% cash for the upcoming time period. Is there anyway, to leverage the power of SetHoldings and alter my cash position across my current equity?
Python solutions are preferable! Thanks!
Trevor Woods Richardson
Figured it out. Basically, SetHoldings([PortfolioTarget("IBM", 1200) …. ]) doesn't need to have values that sum to 1. The rest is cash.
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
Patrick Chen
Another one: MNES R735QTJ8XC9X (MSA Safety) should be MSA
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
JayJayD
Hi Patrick, I see no issue here, the Security Identifier EY R735QTJ8XC9X refers to NewMarket Corp., and its actual ticker is NEU
Similarly, MNES R735QTJ8XC9X refers to Mine Safety Appliances Co., and its actual ticker is MSA.
Just a little of context, our Security identifier doesn't change with changes in the security's ticker.
The Security identifier two parts needed to identify any security.
<TICKER>-<Base36Code>
The TICKER is the first ticker the security has when listed.
The Base36Code, or equities it only encodes the Market (USA) and the listing date (starting from 1998-01-02)
For complex securities like options, it also encodes expiry dates, strike prices, etc.
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
QuantConnect Robot
JayJayD has marked this issue as closed.
The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.
To unlock posting to the community forums please complete at least 30% of Boot Camp.
You can continue your Boot Camp training progress from the terminal. We hope to see you in the community soon!