Files used in the Webinar: Build a Portfolio Analysis Production Application in MATLAB using Object-Oriented Programming Techniques.
The focus of this demo is to introduce the design and development of a complete MATLAB application from concept through to completion. The GUI-based tool provides functionalities to import price series from various data sources; and to define complex optimization constraints on the data. Furthermore, the tool provides extensive interactive visualization capabilities for the optimization results and key risk metrics. Finally, all relevant information is reported to Excel and PDF based documentation in a compact manner.
The focus of the demo is application development:
- Data Import
- GUI-Building/implementation of interactive graphical components
- Optimization/Risk metrics
- Object-oriented programming
- Report to Excel
- Standalone components
Great Try. Well Thought, but there are problems for 2013b, because the output/ report and excel creating part is not complete or compatible.
I had to download data from yahoo finance manually to a excel file and imported it.
I have downloaded the code for the
webinar "Build a Portfolio Analysis Production Application in MATLAB using Object-Oriented Programming Techniques".
i am running this code on "Matlab 2010a"
when i run portfoliotool.m, a "Portfolio Optimization Tool" GUI pops up.
in Dataimport panel,
if I select "Yahoo! finance Datafeed" in datasource and choose any of indexes that are listed in "Choose index" and when I press "download symbols" i get error saying
"No appropriate method, property, or field getElementsByTagNames for class Interface.JScriptTypeinfo_JScript_Type_Info."
if I select "Excel" and browse the file you have given "DAX.xlsx" and enter Sheet name(Sheet 1), Date Header name(Dates), Date format(mm/dd/yyyy) and when i press "Import Data" i get error saying
"Note: No date header with name "Dates" found".
I searched on these errors on google, i didn't found solutions and i tried to figure out through "callback function" then also i didn't get the solutions to the problem.
I even tried by downloading the code twice and checked whether i have made any changes in code, still i didn't find solution.
it will be a great help from your side.
thanks in advance...
Looking for some a little help...I'm trying to run portfoliotool.m but can not get past downloading the symbols.
For example: I select the ^GDAX, click download button and get an error message: "no appropriate method, property or field" any help is much appreciated. Thx.
When I load the code, and launch the portfoliotool.fig, it looks like the three pages are on the same layer and the figure is unreadable.
Anyone know how to solve this?
ps: don't have the datafeed toolbox