Dynamic simulation: set global parameters, then define external flows, orders, and allocations.
Define external flows, explicit orders, then allocation rules.
Dynamic Simulation: define deterministic external flows and a decision ruleset (allocation) to run dynamic scenarios.
Use the global Start date, End date, and Starting cash fields at the top of the form.
Events that happen to the portfolio (not decisions). Use canonical types.
Explicit trades that happen before allocation policy on a given date. Provide either cash amount or nominal (units). Buys will be floored to lot size by the engine.
Define how to allocate available cash across assets after orders are applied.
Tell us what felt confusing, broken, or worth improving.