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                                                   True Portfolio Order Generation

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Dave W.
2014-03-13 20:15:28


At some point, it would be great if you could enable the following in the Portfolio tool.

1. Ability to group multiple systems into a single Portfolio 'account', where each Portfolio 'account' shares the same total dollar value available across systems assigned to the account.
2. Ability to generate orders for all systems assigned to the Portfolio 'account' with a single click.
3. Ability to export (/send to the broker) all orders for a given Portfolio 'account'.
4. Ability to choose a method of dealing with situations where too many signals occur within the Portfolio 'account'. Example: Always give priority to X then Y then Z system; Always reduce the size of each position to fit within the available equity parameters; etc.


In short, this would allow us to work with a QS Portfolio account like some of us work in our brokerage accounts. The total amount of money available is in a single 'account', but we trade multiple systems in the account that can share the available money.

Thanks for considering it.



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Trading financial instruments, including foreign exchange on margin, carries a high level of risk and is not suitable for all investors. The high degree of leverage can work against you as well as for you. Before deciding to invest in financial instruments or foreign exchange you should carefully consider your investment objectives, level of experience, and risk appetite. The possibility exists that you could sustain a loss of some or all of your initial investment and therefore you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with trading and seek advice from an independent financial advisor if you have any doubts.