Edit optimization parameters for Rule-based strategies
Author: kbellare
Creation Date: 4/28/2013 4:31 PM
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I'm not able to edit the optimization parameters (Default, Start, End, Increment) in the Optimization Control tab for rule-driven strategies.
I understand that a work-around is to edit the code and change the parameters in the code - but this is inconvenient because i cannot go back to Rule-based mode and change the rules.

How do i preserve the Rule-based mode while adjusting the optimization control parameters (Default, Start, End, Increment)?

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You can't. This is by design.
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Well, there is an unsupported workaround:

1. Close Wealth-Lab. *
2. In the User Guide > Data > "Where my data are stored?", find your user data directory. Open the "Strategies" folder. **
3. Open your saved rule-based strategy in your favorite text/XML editor, edit out the strategy parameters as you please, then save the file and start WLP. ***

The idea is to edit the Parameters collection, specifically the particular RuleParameter(s) for each exposed parameter:

Please log in to see this code.

Note: editing generated code in the Code tag (i.e. Strategy parameters in the Strategy's constructor) will not have any effect. It's the RuleParameter(s) that has to be edited.

* WL must be closed before doing any manual edits to its XML/config files.
** Enable hidden file/folder visibility in Windows Control Panel > Folder Options (if not already enabled).
*** To ensure that editing didn't break the XML structure, you might want to use an XML file editor like Notepad++ with "XML Tools" that can verify the resulting XML's validity.

Just to be on the safe side: since there's risk of breaking something, this is unsupported.