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.
Trace a static universe
Choose the authorable Static source and select two supported symbols, for example EURUSD and BTCUSD where the available asset list offers them. The Universe data output is an asset set, not a control trigger and not a fixed Quant Hub multi-asset basket. Connect it to Screen Filter or directly to Weight Calculator. If Screen Filter removes one symbol, the next node sees the filtered set rather than the original two.
The Watchlist source is reserved: do not enter a watchlist identifier by hand or promise dynamic membership. Check each selected symbol against the currently available assets and plan. A valid two-symbol Universe still needs a Schedule Trigger to start the Portfolio control path, and a strategy using it still needs appropriate weights, constraints and a downstream result.
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.