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Folios
A guide to creating and trading Folios.
7 articles
Rebalance Schedule (Historic & Future Dates)Rebalance schedule covering 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.
Understanding Weighting StrategiesA comprehensive guide explaining our weighting strategies, and their pros & cons.
Understanding RebalancingA complete guide to Folio rebalancing: what it is and why it matters