I’m running a few strategies that have some overlapping holdings. I check the rebalance suggestions on all of them, but when I got to the last strategy, I didn’t receive the suggestions I expected. When I went back from the rebalancing page and checked the holding ranks, it showed that the ranks were based on the data from August 27th. After updating the ranks on the holdings page and checking the rebalance suggestions again, I got the expected results.
Is it necessary to ensure that the holdings are based on yesterday’s data before checking the rebalance page?