Support Desk |
ETFOptimize Support > Help Desk > Knowledgebase

Search help:

Where Can I Find the Current Positions for My Strategy?





Q: Where can I find the Current Holdings for my Strategy?


A:  Subscribers can easily see the Current Holdings and Most Recent Changes for any Premium Strategy by following these simple steps:

1) Log in to the site via the Premium Log-In page (, which is linkable from the black-bar menu across the top of every page. The tab says "Premium LOG-IN."

Scroll down past the Notifications to the "PREMIUM CLIENT MENU." On the upper-left side of the CLIENT MENU, click the link for your Premium Strategy listed under the 'Active Subscriptions' section.

2) At the top of the next page – your Premium Strategy Page – it shows the DATE of the last update in red (example: "Sunday, March 10, 2023"). The Date lets you know when the information was last updated. Strategies are updated every weekend, usually overnight on Saturday, with a deadline for viewing by midday on Sunday.

3) Just below the Date, there is a box with a statement telling you whether or not the holdings of your strategy have changed for the current week.

4) And below that rectangle is a heading that says 'CURRENT HOLDINGS.' The current holdings for your strategy's portfolio are listed here. All the additional information on the page is ancillary to this top section of information, which tells you immediately whether there is a trade for your strategy on Monday of the coming week, and what positions your strategy should be holding.

The graphic below visually shows you the location on the page all of these bits of critical information. You quickly learn the date of the update you are viewing, whether your strategy has any trades this week, and what positions your strategy should be holding after those trades are made:


(Click image to enlarge in a new window)

How to Find Current Holdings 








0-current-holdings-how-to-find.png 0-current-holdings-how-to-find.png

Was this article helpful? yes / no
Related articles How Do I Learn If My Strategy has Changes to Its Holdings Each Week?
Established User Rebalance Tutorial
How Do I Add a New Strategy to My Account?
Article details
Article ID: 11
Category: Knowledgebase
Rating (Votes): Article rated 3.2/5.0 (20)

« Go back