QuantConnect / QuantConnect/Lean

MeanVarianceOptimizationPortfolioConstructionModel Doesn't Use ScaledRaw Data

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Description

Expected Behavior

The MeanVarianceOptimizationPortfolioConstructionModel uses ScaledRaw data and resets/warms-up indicators when corporate actions occur.

Actual Behavior

The MeanVarianceOptimizationPortfolioConstructionModel uses adjusted data and doesn't reset/warm-up indicators when corporate actions occur.

Potential Solution

Update MeanVarianceOptimizationPortfolioConstructionModel to use ScaledRaw data and to reset/warm-up indicators when corporate actions occur.

Reproducing the Problem

N/A. View source code

System Information

N/A

Checklist
  • I have completely filled out this template
  • I have confirmed that this issue exists on the current master branch
  • I have confirmed that this is not a duplicate issue by searching issues
  • I have provided detailed steps to reproduce the issue

Contributor guide

Open the contributing guide

First steps

  1. Read the whole issue, then the project's contributing guide.
  2. Comment on the issue to say you are picking it up — it saves two people doing the same work.
  3. Fork the repository and make your change on a branch.
  4. Open a pull request that references the issue number.

Research direction

Start with Algorithm.Framework/Portfolio/MeanVarianceOptimizationPortfolioConstructionModel.py at the referenced line and trace how data and corporate actions are handled. Confirm the model uses ScaledRaw data and resets and warms up indicators after corporate actions; add or update focused coverage if the surrounding tests identify an appropriate location.

Written by the indexing model from the issue text.

Assessment

Tech stack
python
Domain
backend
Issue type
Bug
Difficulty
4/5
Estimated time
3-5 days
Activity status
Stale
Clarity
Mostly clear
Newbie friendliness
35/100

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