CVaR Management

	file	timestamp
1	tws_A_20221129081915.csv	2022-11-29 08:19:16
2	tws_A_20221215170000.csv	2022-12-15 17:00:00

Login to Traderworkstation (tested on 10.17)
Click New Window -> Portfolio Tools -> Rebalance Portfolio
Click Export and rename as rebalance_?.csv where ? is one of B|C|O|A
Click Choose file below to select the file from step #3 for upload (e.g. rebalance_B.csv)
Click Upload below
The upload will appear in the Uploads section if the previous steps were successful
Repeat for each Portfolio B|C|O|A
Click Generate Report Now below to receive the CVaR report for the previous business day

CVaR report for the previous business day is send at 03:35 UTC daily

Each upload must include the ticker column and weights column.

DES,AAPL,STK,SMART/AMEX,,,,,,3.08009 DES,AMD,STK,SMART/AMEX,,,,,,4.685451 DES,ASHR,STK,SMART/AMEX,,,,,,1.553386 DES,EEM,STK,SMART/AMEX,,,,,,1.302395 DES,EFA,STK,SMART/AMEX,,,,,,1.455148 DES,FXI,STK,SMART/AMEX,,,,,,0.990159 DES,GLD,STK,SMART/AMEX,,,,,,4.214791 DES,HYG,STK,SMART/AMEX,,,,,,2.855817 DES,INTC,STK,SMART/AMEX,,,,,,1.016208 DES,IWM,STK,SMART/AMEX,,,,,,11.343509 DES,KWEB,STK,SMART/AMEX,,,,,,0.778367 DES,LQD,STK,SMART/AMEX,,,,,,2.598555 DES,MSFT,STK,SMART/AMEX,,,,,,3.878809 DES,NVDA,STK,SMART/AMEX,,,,,,5.855425 DES,SLV,STK,SMART/AMEX,,,,,,3.21964 DES,T,STK,SMART/AMEX,,,,,,1.011274 DES,TLT,STK,SMART/AMEX,,,,,,2.616138 DES,TSLA,STK,SMART/AMEX,,,,,,7.421545 DES,VOO,STK,SMART/AMEX,,,,,,11.473452 DES,WDC,STK,SMART/AMEX,,,,,,1.739446 DES,XLE,STK,SMART/AMEX,,,,,,14.835342 DES,XLF,STK,SMART/AMEX,,,,,,9.88823

Uploads