key features
Asset Trade Constraints
Description
Limit the number of units (shares, lots, contracts, …) that can be bought or sold for particular assets.
Implementation
This is generally controlled with the lower.trade and upper.trade arguments.
Alternatively, this form of constraint can be expressed in monetary terms by using the positions argument.
Other key features
Start today
Try Portfolio Probe for free
Explore the full platform with a 30-day free trial. Test advanced portfolio optimization, risk analysis, and random portfolio generation using your own investment scenarios.
Looking for an enterprise license instead? View licensing options.
