Universe based on an other systems holdings

[WalterW]

I tried that with Portfolio() is a universe. It worked within the universe but when I tried using that universe in a simulation, it failed.

So yes and no.

Yes for screening within the universe component. No elsewhere.

Is there another way?

Portfolio() + Universe = Invalid criteria in Rule 1. Error near 'Portfolio': Invalid command 'Portfolio'

I added a bunch of Portfolio() functions to a Universe component with of the idea of adding a second simulation pass. The Universe component will accept the portfolio functions and produce a list of stocks. However, when the universe is used in a sim, the following error report is provided; Invalid criteria in Rule 1. Error near ‘Portfolio’: Invalid command ‘Portfolio’ Is this hard a limitation? BTW, adding Portfolio() to the the sim’s buy rules works, so there is a workaround.