Validate Portfolio

Identify errors for the portfolio specification

Working with a Portfolio object, use functions to identify errors for the portfolio specification.

Objects

Portfolio Create Portfolio object for mean-variance portfolio optimization and analysis

`checkFeasibility`	Check feasibility of input portfolios against portfolio object
`estimateBounds`	Estimate global lower and upper bounds for set of portfolios

Validate the Portfolio Problem for Portfolio Object
The portfolio optimization tools have specialized functions to validate portfolio sets and portfolios.
Asset Allocation Case Study
This example shows how to set up a basic asset allocation problem that uses mean-variance portfolio optimization with a Portfolio object to estimate efficient portfolios.
Portfolio Optimization Examples Using Financial Toolbox
Follow a sequence of examples that highlight features of the Portfolio object.
Portfolio Optimization with Semicontinuous and Cardinality Constraints
This example shows how to use a Portfolio object to directly handle semicontinuous and cardinality constraints.

Portfolio Optimization Theory
Portfolios are points from a feasible set of assets that constitute an asset universe.
Portfolio Object Workflow
Portfolio object workflow for creating and modeling a mean-variance portfolio.
When to Use Portfolio Objects Over Optimization Toolbox
The three cases for using Portfolio, PortfolioCVaR, PortfolioMAD object are: always use, preferred use, and use Optimization Toolbox.