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How to create a strategy-based portfolio

Updated on 2011-11-30 03:21:20

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A strategy-based portfolio allows you to generate buy and sell signals/orders based on a trading system.


Steps:

- Select "Portfolio" then "Portfolio"
- In the "Portfolio Manager", click on "New"
- Select "End-of-day Trading System-Based" then click on "Next"
- Click on "New Trading System" (To select an existing trading system click on "Add Trading System")
- In "Update Trading System" control, select "5" as number of positions then click on "Add rule" (under Buy panel) and type the following formula: rsi(14) > 70

For more information: How to create a trading system

- Click on "Update Trading System"
- Click on "Next" to save your portfolio
- Under "Portfolios", select your new portfolio then click on "Get Signals" to generate new orders (Pending Orders tab)

If you have no existing positions and no pending orders then clicking on "Get Signals" will generate 5 buy orders for stocks or assets whose relative strength index (RSI) is higher than 70.


Note:

If you have 5 existing positions in your portfolio then no orders will be generated
If you have 2 existing positions and one pending order then only 2 orders will be generated (in case the portfolio engine finds securities with an RSI higher than 70)










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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.