What kinds of Portfolio123 strategies may be used as Designer Models?
Generally speaking, any Portfolio123 strategy (Stock, ETF or Closed-End Fund) that is saved as a simulation can be converted to a Designer Model subject to a small number of limitations designed to support use of the strategy with live-money trading-investing. (Click here to see the detailed list of Simulation Requirements.)
Can you give me guidance that will help me develop strategies?
Yes. Click here for more information.
How should I name my models?
You can name your Designer Models in any manner you choose. However, given that your models will be presented and seen together with other models, it would be to your advantage to give them clear, reasonably descriptive and hopefully memorable names. "Fred's Top Notch Vol 250k Liq. 500k Ace ranker 15 Best" is an example of a name you may use if you wish. But in the interest of clarity, etc., you might instead prefer something like "Fred Smith's Trend-leading Aggressive Small-Caps." (Don't be shy about using your name. Having a personal brand can go a long way in helping you attract and retain subscribers.)