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How Tickers, Min, and Max Work

ClearLedger separates portfolio manager intent from system-controlled risk discipline. Portfolio managers decide which names belong in the investable universe and set any required minimum exposure. ClearLedger then calculates the maximum weights needed to keep the portfolio diversified, stable, and compliant.

Adding a Ticker

When a portfolio manager adds a ticker, they are making one decision: whether that name should be eligible for investment.

Removing a Ticker

Removing a ticker means the name should no longer be eligible for allocation. ClearLedger deletes it from the investable universe and rebalances the remaining minimum and maximum values across the remaining tickers.

Min: Portfolio Manager-Controlled

Minimum weight is the only allocation constraint set directly by the portfolio manager. It communicates intent:

·        Min > 0%: The manager is expressing conviction, a requirement, or a desired baseline exposure.

·        Min = 0%: The name remains flexible, allowing the optimizer to allocate freely.

In short, Min tells ClearLedger: “I want at least this much exposure.”

Max: System-Controlled

Maximum weight is calculated by ClearLedger, not set by the portfolio manager. The system determines Max using:

·        Total portfolio capacity

·        Capacity already consumed by required Min values

·        The number of flexible tickers remaining

·        A minimum floor that prevents weights from collapsing

Max protects the portfolio from concentration risk and helps keep the optimizer stable.

Why This Design Works

The design principle is simple: portfolio managers express intent, and ClearLedger enforces discipline.

·        Min captures conviction or required exposure.

·        Max preserves diversification and limits concentration.

This keeps portfolios predictable, diversified, and compliant without requiring portfolio managers to micromanage every constraint.