IntermediateLast verified Aug 23, 2026
Universe
Defines a static candidate set of assets for a Portfolio graph.
Defines a static candidate set of assets for a Portfolio graph.
When to use
Use it as the starting data set for filtering, scoring, ranking, or weight calculation.
Example
Create a small symbol universe, pass it through Screen Filter, then calculate weights.
Common problems
Keep entries valid and intentional. Universe supplies data; the Portfolio graph still needs a primary control activation.
Next steps
Review the generated Parameters, Outcomes, and Data Ports on this page, then open the related guides for the complete workflow.
Related documentation
- Screen FilterFilters a Portfolio universe with supported liquidity or predicate rules.
- Weight CalculatorCalculates target weights for a connected asset universe.
- Portfolio rebalance with risk limitsUnderstand a Portfolio pattern that filters an asset universe, calculates target weights, applies constraints, and rebalances.