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Add equity permanent portfolio, dual momentum, and DCA templates#2425

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AlexCatarino merged 1 commit into
QuantConnect:masterfrom
AlexCatarino:add-equity-portfolio-and-dca-templates
May 18, 2026
Merged

Add equity permanent portfolio, dual momentum, and DCA templates#2425
AlexCatarino merged 1 commit into
QuantConnect:masterfrom
AlexCatarino:add-equity-portfolio-and-dca-templates

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Summary

  • Adds three new project templates under project-templates/{python,csharp}/:
    • equity-permanent-portfolio — Browne's Permanent Portfolio (25% SPY/TLT/GLD/SHY) with annual rebalance and 3% drift threshold.
    • equity-dual-momentum-asset-class — Antonacci dual momentum across SPY/EFA/AGG; monthly rotation into the top 12-month return, fall back to AGG on negative absolute momentum.
    • equity-dollar-cost-averaging — buys $5,000 of VOO every Monday after open via calculate_order_quantity; demonstrates settings.seed_initial_prices, on_warmup_finished, and plotting fill notional in on_order_event.
  • Registers each template in both templates.json files and removes the corresponding entries from template-ideas.json.

Test plan

  • Python main.py passes python project-templates/python/run_syntax_check.py <folder> for each new template (100% success).
  • Each C# Main.cs compiles and backtests on QC Cloud with statistics matching the Python version exactly.

@AlexCatarino AlexCatarino force-pushed the add-equity-portfolio-and-dca-templates branch from 2985be9 to 85ff08f Compare May 18, 2026 15:02
@AlexCatarino AlexCatarino merged commit ef859e6 into QuantConnect:master May 18, 2026
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@AlexCatarino AlexCatarino deleted the add-equity-portfolio-and-dca-templates branch May 18, 2026 15:59
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