📄 dfdbportopthelp.html
字号:
<html>
<head>
<title>DataFeed/Database Portfolio Optimization Help</title>
</head>
<body>
<table border="0" width="600" align="left" ID="Table1">
<tr>
<font face="courier,courier new"><b>DFDB_PORT_OPT</b> Database/Datafeed Portfolio
Optimizer - Graphical User Interface.</tr>
<br>
<tr>
<td>
<blockquote> <code><font FACE="COURIER"><b>DFDB_PORT_OPT</b> imports security time series
data from Yahoo or a database, plots it, and then computes the efficient
frontier of a portfolio made up of the securities.
<p><b>Toolboxes Needed:</b>
Financial, Optimization, Statistics, Database, Datafeed
<P><b>Setup</b><br>
Set up a datasource though ODBC on Windows from the assets2000.mdb database
called DFDBsample. There is an explanation of how to do this in the Database
Toolbox User抯 Guide.
</P>
<p><b>Selecting Data Inport Method</b><br>
Pull down the <i>File</i> menu, select <i>Preferences</i>, then <i>Data Source</i>.
Once inside <i>Data Source</i>
, select either Datafeed or Database.
<P><b>Importing Time Series Data</b><br>
</P>
<P>If using the Datafeed option:<br>
Type the Yahoo recognized symbols of the securities you wish to use in the
editable text box, labeled "Enter Symbols Separated by Commas." Enter as many
securities as you wish. Symbols need to be separated by commas. Use the "Help ->
Symbol Lookup" menu for assistance.
</P>
<p>Example:<br>
ibm,msft,csco
<p>
<br>
Select a starting date for the time series to be imported. If on a PC, an
ActiveX calendar may be brought up to view and select a date. The time series
ends with the yesterday's closing price.
<p>If using the Database option:<br>
Use the "Select Data" window to select the Data Source and fields from the
database. Clicking the "Apply" button will send the Date and Asset choices for
importing. The database option does not allow setting the startdate. Also, the
database set up to work with this tool is DFDBsample. The time series date
range stored in DFDBsample is from January 2, 1997 to December 8, 2000. To
import the time series data and plot it, press the button labeled, "Get Time
Series." To Scale the time series data to one, select the checkbox labelled
"Scale Time Series."
<p><b>Plotting Efficient Frontier</b><br>
Press the button, "Generate Frontier." Make sure that the data has been loaded
before attempting to generate the frontier.
<p><b>Find the Security Distribution Given a Desired Rate of Return</b><br>
Enter the desired rate of return or desired risk in the appropriate editable
text box. The number entered needs to be within the upper and lower bounds
shown in red. The fraction of each security in your portfolio needed to reach
the desired rate of return or risk will then be shown underneath. This can also
be done graphically by dragging the green lines along the efficient frontier. </font>
</P> </blockquote></CODE>
</td>
</tr>
</table>
</FONT>
</body>
</html>
⌨️ 快捷键说明
复制代码
Ctrl + C
搜索代码
Ctrl + F
全屏模式
F11
切换主题
Ctrl + Shift + D
显示快捷键
?
增大字号
Ctrl + =
减小字号
Ctrl + -