{"id":53143,"date":"2025-04-01T14:06:48","date_gmt":"2025-04-01T14:06:48","guid":{"rendered":"https:\/\/www.inovestor.com\/2025\/04\/notes-de-mise-a-jour-2025-04-01\/"},"modified":"2025-04-01T14:06:48","modified_gmt":"2025-04-01T14:06:48","slug":"notes-de-mise-a-jour-2025-04-01","status":"publish","type":"post","link":"https:\/\/www.inovestor.com\/fr-ca\/2025\/04\/notes-de-mise-a-jour-2025-04-01\/","title":{"rendered":"Notes de mise \u00e0 jour 2025.04.01"},"content":{"rendered":"<p>Inovestor continue d\u2019innover avec l\u2019outil d\u2019Automatisation des Strat\u00e9gies Personnalis\u00e9es. Nous sommes ravis de pr\u00e9senter l\u2019Outil d\u2019Automatisation des Strat\u00e9gies Personnalis\u00e9es, une nouvelle fonctionnalit\u00e9 qui permet aux utilisateurs d\u2019automatiser facilement leurs strat\u00e9gies d\u2019investissement personnalis\u00e9es. <\/p>\n<p><strong>Nouvelle Fonctionnalit\u00e9 : Outil d\u2019Automatisation des Strat\u00e9gies Personnalis\u00e9es<\/strong><\/p>\n<p>Avec cette mise \u00e0 jour, les utilisateurs peuvent d\u00e9sormais automatiser leurs strat\u00e9gies d\u2019investissement personnalis\u00e9es, comme ils le faisaient d\u00e9j\u00e0 avec les strat\u00e9gies mod\u00e8les.<\/p>\n<p><strong>Comment \u00e7a fonctionne ?<\/strong><\/p>\n<p>L\u2019outil est accessible via l\u2019onglet Strat\u00e9gies de votre portefeuille. Gr\u00e2ce \u00e0 la fonction de planification (scheduler), les utilisateurs peuvent associer leur portefeuille \u00e0 une strat\u00e9gie CPMS pour activer l\u2019automatisation. <\/p>\n<p>Les transactions seront ex\u00e9cut\u00e9es selon la fr\u00e9quence choisie par l\u2019utilisateur:<\/p>\n<ul>\n<li>Quotidiennement<\/li>\n<li>Mensuellement<\/li>\n<li>Trimestriellement<\/li>\n<li>Semestriellement<\/li>\n<li>Annuellement<\/li>\n<\/ul>\n<p>Les ajustements de positions peuvent \u00e9galement \u00eatre effectu\u00e9s \u00e0 la m\u00eame fr\u00e9quence afin d\u2019am\u00e9liorer le r\u00e9\u00e9quilibrage du portefeuille.<\/p>\n<p><strong>Le portefeuille effectuera les transactions n\u00e9cessaires en fonction des recommandations de la strat\u00e9gie CPMS, tout en prenant en compte les titres d\u00e9j\u00e0 d\u00e9tenus.<\/strong><\/p>\n<ul>\n<li><strong>Tous les param\u00e8tres du backtest seront appliqu\u00e9s, \u00e0 l\u2019exception de la fr\u00e9quence des transactions et des rebalancement<\/strong>, qui seront d\u00e9finis par la fonction de planification. Cette flexibilit\u00e9 permet notamment une ex\u00e9cution quotidienne. De plus, le montant initial du backtest est remplac\u00e9 par la valeur r\u00e9elle du portefeuille.\n<ul>\n<li>Cela signifie que le nombre d\u2019actions, la r\u00e9partition sectorielle, le nombre de positions d\u00e9tenues et de nombreux autres crit\u00e8res seront respect\u00e9s, comme dans un backtest.<\/li>\n<\/ul>\n<\/li>\n<li>L\u2019utilisateur recevra un courriel r\u00e9capitulatif des transactions ex\u00e9cut\u00e9es dans le portefeuille, similaire \u00e0 ceux envoy\u00e9s pour les strat\u00e9gies mod\u00e8les.<\/li>\n<\/ul>\n<p><strong>Les investisseurs qui remplacent occasionnellement une action achet\u00e9e par une autre de la liste qualifi\u00e9e peuvent continuer \u00e0 le faire.<\/strong><\/p>\n<ul>\n<li>Les transactions ex\u00e9cut\u00e9es via cette nouvelle fonction sont trait\u00e9es comme des transactions normales dans le portefeuille. Un utilisateur peut ainsi supprimer une action achet\u00e9e et en ajouter manuellement une autre de la liste qualifi\u00e9e.\n<\/li>\n<li>Toute action ajout\u00e9e au portefeuille et figurant sur la liste de vente sera automatiquement vendue lors de la prochaine ex\u00e9cution de la strat\u00e9gie, comme dans un backtest.\n<\/li>\n<\/ul>\n<p><strong>Les instruments inconnus, tels que les fonds n\u00e9goci\u00e9s en bourse (FNB) et les fonds communs de placement, sont ignor\u00e9s par le processus d\u2019automatisation. <\/strong>Ainsi, un portefeuille peut combiner une strat\u00e9gie CPMS canadienne avec des FNB ou fonds communs canadiens\/am\u00e9ricains sans probl\u00e8me.<\/p>\n<h3>Derniers mots<\/h3>\n<p>Cette fonctionnalit\u00e9 permet de r\u00e9duire consid\u00e9rablement le temps et les efforts n\u00e9cessaires \u00e0 la gestion de portefeuille. En automatisant les strat\u00e9gies personnalis\u00e9es, les utilisateurs assurent une ex\u00e9cution coh\u00e9rente tout en profitant de l\u2019efficacit\u00e9 du trading automatis\u00e9. <\/p>\n<p>Nous sommes convaincus que cet outil changera la donne pour les investisseurs souhaitant optimiser leur gestion de portefeuille, tout en conservant le contr\u00f4le sur leur approche d\u2019investissement unique.<\/p>\n<p>Comme toujours, nous accueillons vos commentaires et vous encourageons \u00e0 explorer ces nouvelles fonctionnalit\u00e9s. Faites-nous savoir comment nous pouvons continuer \u00e0 am\u00e9liorer votre exp\u00e9rience avec Inovestor. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Inovestor continue d\u2019innover avec l\u2019outil d\u2019Automatisation des Strat\u00e9gies Personnalis\u00e9es. Nous sommes ravis de pr\u00e9senter l\u2019Outil d\u2019Automatisation des Strat\u00e9gies Personnalis\u00e9es, une nouvelle fonctionnalit\u00e9 qui permet aux utilisateurs d\u2019automatiser facilement leurs strat\u00e9gies d\u2019investissement personnalis\u00e9es. Nouvelle Fonctionnalit\u00e9 : Outil d\u2019Automatisation des Strat\u00e9gies Personnalis\u00e9es Avec cette mise \u00e0 jour, les utilisateurs peuvent d\u00e9sormais automatiser leurs strat\u00e9gies d\u2019investissement personnalis\u00e9es, comme [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[788],"tags":[],"class_list":["post-53143","post","type-post","status-publish","format-standard","hentry","category-mise-a-jour-du-produit"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.3 (Yoast SEO v27.1.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Notes de mise \u00e0 jour 2025.04.01 - Inovestor<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.inovestor.com\/fr-ca\/2025\/04\/notes-de-mise-a-jour-2025-04-01\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Notes de mise \u00e0 jour 2025.04.01\" \/>\n<meta property=\"og:description\" content=\"Inovestor continue d\u2019innover avec l\u2019outil d\u2019Automatisation des Strat\u00e9gies Personnalis\u00e9es. Nous sommes ravis de pr\u00e9senter l\u2019Outil d\u2019Automatisation des Strat\u00e9gies Personnalis\u00e9es, une nouvelle fonctionnalit\u00e9 qui permet aux utilisateurs d\u2019automatiser facilement leurs strat\u00e9gies d\u2019investissement personnalis\u00e9es. Nouvelle Fonctionnalit\u00e9 : Outil d\u2019Automatisation des Strat\u00e9gies Personnalis\u00e9es Avec cette mise \u00e0 jour, les utilisateurs peuvent d\u00e9sormais automatiser leurs strat\u00e9gies d\u2019investissement personnalis\u00e9es, comme [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.inovestor.com\/fr-ca\/2025\/04\/notes-de-mise-a-jour-2025-04-01\/\" \/>\n<meta property=\"og:site_name\" content=\"Inovestor\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/Inovestor\/\" \/>\n<meta property=\"article:published_time\" content=\"2025-04-01T14:06:48+00:00\" \/>\n<meta name=\"author\" content=\"Anthony Menard\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@Inovestor_\" \/>\n<meta name=\"twitter:site\" content=\"@Inovestor_\" \/>\n<meta name=\"twitter:label1\" content=\"\u00c9crit par\" \/>\n\t<meta name=\"twitter:data1\" content=\"Anthony Menard\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimation du temps de lecture\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.inovestor.com\/fr-ca\/2025\/04\/notes-de-mise-a-jour-2025-04-01\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.inovestor.com\/fr-ca\/2025\/04\/notes-de-mise-a-jour-2025-04-01\/\"},\"author\":{\"name\":\"Anthony Menard\",\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/#\/schema\/person\/a47ac16db946331b2be8a8f78c89331d\"},\"headline\":\"Notes de mise \u00e0 jour 2025.04.01\",\"datePublished\":\"2025-04-01T14:06:48+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.inovestor.com\/fr-ca\/2025\/04\/notes-de-mise-a-jour-2025-04-01\/\"},\"wordCount\":543,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/#organization\"},\"articleSection\":[\"Mise \u00e0 jour du produit\"],\"inLanguage\":\"fr-CA\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.inovestor.com\/fr-ca\/2025\/04\/notes-de-mise-a-jour-2025-04-01\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.inovestor.com\/fr-ca\/2025\/04\/notes-de-mise-a-jour-2025-04-01\/\",\"url\":\"https:\/\/www.inovestor.com\/fr-ca\/2025\/04\/notes-de-mise-a-jour-2025-04-01\/\",\"name\":\"Notes de mise \u00e0 jour 2025.04.01 - 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