Configuration

Configuration parameters are stored in the file portfolio.json in the data/config directory of the application.

The parameters on this tab are more rarely changed than the parameters on the recommendation tab.

Language

Language: The UI language of the application. Currently supported languages are English and German.

Title

Title: This title is shown when the application is running.

Data Provider

The software needs a data provider to get the stock prices. Currently supported data providers are:

• Yahoo Finance (free but only for personal use)
• End of Day Historical Data (paid offering requiring subscription that provides you with an API key)

The software only uses "Adjusted Close" prices. This is the price after all stock splits and dividends have been applied.

Cache File: The software tries to store the stock prices in a cache file to speed up the loading process. This file is stored in the data/cache directory of the application.

Local Currency

Local Currency: Symbol (depending on the data provider) to convert to local currency. It is used together with the exchange specific currency:

• All amount are first converted into USD
• Then the USD amount is converted into the local currency

Dates

Start Date: Date to start historical data loading. This is used to limit the amount of data to be loaded.

Base Period: Length of period used for data analysis

Trading Days per Year: Number of trading days per year. This is used to calculate the annualized return. Normal value is 252.

Sigma Clip

Sigma Clip: Some historic data (especially in adjusted form) are erroneous (even negative prices can be seen. This parameter defines the number of standard deviations used to clip the data to prevent the worst artifacts.