Shorts & Leverage Positions in Model Portfolios | Voters

Shorts & Leverage Positions in Model Portfolios

complete

Eastern Jay

in model portfolio it should be possible to run short positions by inputting negative % allocations. (should be fine to assume all shorts are GC).

additionally model portfolios should also have leverage enabled. (gross and net % greater than 100%)

December 15, 2023

Conor MacNeil

marked this post as

complete

Conor MacNeil

Hi Folks, this afternoon we released support for leveraged and long/short model portfolios. We will follow up shortly with educational materials (email, tweets, YouTube video) to cover the new functionality.

The model portfolio creation (manual and CSV) will now support negative weightings, weightings of >100% on individual positions and models that collectively are (net) below 0% and above 100% exposure.

Yellow green Nightingale

Conor MacNeilthank you very much for this new update ! Game changer !!

Conor MacNeil

Merged in a post:

Leverage in Model Portfolios

Acid green Anteater

Please can you allow levered longs in model portfolio (e.g 200% apple).

February 27, 2025

Conor MacNeil

marked this post as

in progress

Conor MacNeil

The plan here is to add the shorts & leverage to model portfolios first. Following that we will introduce this to My Portfolio and Client Portfolios.

Oxblood Swan

Conor MacNeil Thank you -- this can't come soon enough. This is really affecting my ability to see the performance of the portfolio over time.

Conor MacNeil

Oxblood Swan: Hey Kunal, are you referring to Model Portfolios here?

Conor MacNeil

Merged in a post:

Net % Long or short in summary "watchlist"

Architectural Cheetah

A net long or short shown in percentage

February 17, 2025

Conor MacNeil

Small update, we are starting to develop shorts and leverage in Model Portfolios. This work will then be carried over to My Portfolio and Client Portfolios.

Violet Bobolink

Conor MacNeil thanks for the update

Rapid Carp

Would this include allowing short (negative) cash to account for margin?

Conor MacNeil

Rapid Carp: Hey Bradley, not quite at a stage to discuss finalised functionality, we are exploring what a solid v1 of this looks like.

We plan to support shorts and leveraged longs, just focussed on getting the performance and the UI to behave with this new system.

Conor MacNeil

marked this post as

planned

High Galliform

This seems to be an issue since late 2023 and one year later there is still no solution? Why is that?

Conor MacNeil

High Galliform: Hey Chris, as much as we'd love to, we can't guarantee we will work immediately on every feature request that comes in the door. We have to prioritise projects and back in 2023, shorts was not a priority. Furthermore, shorts is something we wanted to approach thoughtfully. It impacts a lot of the UI and has downstream impact on other features. It requires altering the logic and fabric of our portfolio architecture. It's not a simple feature to implement. 
Back in 2023, we had only just released our first version of Model Portfolios. There were a lot of functions we wanted to add to model portfolios before we got to shorts. Today, we have a foundation of portfolio features spanning My, Client, and Model Portfolios. 
Today, we are in much better place to support this, the demand is there, and it makes sense now we have this foundation. 
Shorts are now something we are working on internally, as indicated by the under review status.

Victorious Toad

just tried long only portfolio, won't allow leverage. pls fix it.

Conor MacNeil

Victorious Toad: Hey Alex, we don't support it yet.

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