All Collections
Folios
A guide to creating and trading Folios.
5 articles
Rebalance Schedule (Historic & Future Dates)Rebalance schedule covering the previous and next five years (2019-2028)
Back-testingHow back-testing works on OPTO.
What Are Folios?A Guide to Creating and Managing Folios
Folio ChartingHow does Folio charting & pricing work?
Handling corporate actionsA guide to corporate actions and how they're handled.