ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Forum

Forum

  • Forums
  • Members
  • Recent Posts
Forums
ITA Forums
Kipling Spreadsheet...
Kipling 5.1.3
 
Notifications
Clear all

[Sticky] Kipling 5.1.3

 
Kipling Spreadsheet Discussions
Last Post by Miguel_D 6 years ago
5 Posts
2 Users
0 Reactions
1,465 Views
Unsticky
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 653
Topic starter July 22, 2019 8:12 AM  

If you wish to work with the latest Kipling workbook, check this blog post.

https://itawealth.com/revised-kipling-5-1-workbook/

Lowell

 


   
Quote
Topic Tags
Kipling 5.1.3
Forum 2
 Miguel_D
(@miguel_d)
Active Member
Joined: 6 years ago
Posts: 6
December 14, 2019 12:01 PM  

Good evening,

I have downoaded the last version of Kipling, but cannot seem to put it to work.  I am running it under Windows 10, on a Bootcamp drive in my Macbook.

Both the ITA add-in and the Kipling spreadsheet are installed in the correct directoy, according to the setup instructions.  After "fixing the links" and trying to download either from yahoo or Tiingo, I get absurd prices (like 10+ figures), or no prices for a number of assets.  I have re-downloaded, re-installed, but still nothing.  I have also looked in the forum if there's anybody with the same problem, but haven't found any info.

 

Probably I am doing something wrong, but cannot know what is it.

Can anybody help?

 

Many thanks

 

 


   
ReplyQuote
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 653
Topic starter December 14, 2019 3:20 PM  

Hmm.  I hope Bootcamp is not fouling up the macros that are built into the Kipling. 

 

Lowell


   
ReplyQuote
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 653
Topic starter December 14, 2019 3:25 PM  

Miguel,

Were you able to successfully operate an older version of the Kipling using the same combination of software?

Lowell

 


   
ReplyQuote
Forum 2
 Miguel_D
(@miguel_d)
Active Member
Joined: 6 years ago
Posts: 6
December 20, 2019 9:56 PM  

Hello again,

I had the previous versions of the ITA.xlam and Kipling files and tried running them, with the same result.  I downloaded the Tiingo adjusted daily data for the last 36 months and pasted it in the "Adj. Close", using the"Ultimate Excel Stock Quote Downloader" from www.ultimatestockdownloader.com  which I use for my backtesting files.

With this data, the Kipling seems to "do something", but I am not sure if this is normal.  For example:

If I select on the Tranche sheet:

- NO index filter;

- NO target filter;

-Number of assets <>1

- Model/System: anyone.

The recommendation will be to buy SHY, although The ranking will be VTI, VEA, VWO, DBC, RWX (both VEA and RWO rank "2").

Setting Target Filter to NO, the recommendation will be VTI (only VTI, regardless of the number of assets selected).  In this case, moving to Position Size (Auto) shows 0 on VTI, and a position on SHY...

I am now on the road without access to any Windows computer, once I get back home I will install the sheets in a PC and let you know.

I can send you some screenshots also to the email address of your choice.

 

Thanks for your help.

 

 

 

 

 

 

 

 

 


   
ReplyQuote

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  
Topic Tags:  Kipling 5.1.3 (1) ,

Search Blog

Recent Posts

  • Bohr Portfolio Review: 12 July 2025
  • Questions To Ask Your Money Manager
  • Copernicus Portfolio Review: 3 July 2025
  • Millikan Portfolio Review: 1 July 2025
  • Schrodinger Portfolio Review: 20 June 2025
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 17 Forums
  • 563 Topics
  • 727 Posts
  • 5 Online
  • 278 Members
Our newest member: Adam Imiolek
Latest Post: No Sector Changes
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

Powered by wpForo  Powered by wpForo version 2.4.6

(Visited 30,220 times, 18 visits today)

Share this:

  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • More
  • Click to share on Bluesky (Opens in new window) Bluesky

Like this:

Like Loading...

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Bohr Portfolio Review: 12 July 2025 July 12, 2025
  • Questions To Ask Your Money Manager July 11, 2025
  • Copernicus Portfolio Review: 3 July 2025 July 5, 2025
  • Millikan Portfolio Review: 1 July 2025 July 1, 2025
  • Schrodinger Portfolio Review: 20 June 2025 June 21, 2025
  • Carson Sector BPI Portfolio Review: 18 June 2025 June 19, 2025
  • Franklin Sector BPI Portfolio Review: 12 June 2025 June 12, 2025

Recent Comments

  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Millikan Portfolio Review: 1 July 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Carson Sector BPI Portfolio Review: 18 June 2025
  • Lowell Herr on Schrodinger Portfolio Review: 20 June 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Selecting Closed End Funds (CEFs)
  • hedgehunter on Selecting Closed End Funds (CEFs)

Popular Posts

  • Schrodinger Portfolio Review: 11 April 2025
  • Buffett Indicator & Shiller PE Ratio
  • Closed End Funds (CEFs): 19 May 2025
  • Selecting Closed End Funds (CEFs)
  • Bullish Percent Indicators: 17 April 2025
  • Bullish Percent Indicators: 2 May 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Schrodinger Portfolio Review: 20 June 2025
  • Schrodinger Portfolio Review: 16 May 2025
  • Bullish Percent Indicators: 11 April 2025

General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, and Pauling are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Schrodinger Portfolio Review: 11 August 2023
  • Rutherford-Darwin Portfolio Review: 7 March 2025
  • Hindsight is 2021 – A Year-End Retrospective and Lessons for 2022
  • Hawking Portfolio Review: 2 August, 2024
  • Rutherford Portfolio Review (Tranche 3): 14 June 2024
  • The Feynman Study: Part 1
  • Rutherford Portfolio Review (Part 2 – Options): 6 January 2025
  • Schrodinger Intelligent Portfolio Update: 28 June 2024
  • Copernicus Portfolio Review: 13 May 2024
  • Bullish Percent Indicators: 11 April 2025
  • Franklin Sector BPI Update: 18 April 2023

Log in | Website Design by BOING

Insert/edit link

Enter the destination URL

Or link to existing content

    No search term specified. Showing recent items. Search or use up and down arrow keys to select an item.
      %d