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Scaling Factor
Forum: General Discussion
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04-24-2022, 09:46 AM
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Support allocation method...
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Time stop
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Rounding Shares
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Paper Trading Licenses
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Reset Equity Chart
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Some comments and request...
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  Scaling Factor
Posted by: lethal3636 - 04-21-2022, 09:07 AM - Forum: General Discussion - Replies (1)


Can anyone describe the Scaling Factor function or direct me to a relevant thread. Nothing has appeared on search apart from the brief explanation in the Strategies section. I am wanting to scale into a position - how is this achieved exactly?

Thanks in advance,


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  Reset Equity Chart
Posted by: Marcel - 02-08-2022, 07:59 AM - Forum: General Discussion - Replies (2)

Is there a way to reset the chart that tracks the equity of the system? I don't mind even if I have to edit something in a particular file but it would be easier than starting a new system because you wanted to start a new equity chart.

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  Specifying Interactive Brokers Algos in Orders
Posted by: admin - 02-06-2022, 03:34 PM - Forum: Documentation - No Replies

IB Algos
To learn about IB Algos see this overview and their API docs.

IB Algo JSON File
First we need to define the IB Algos we want to use in a JSON file called ibAlgos.json, which should be placed in your APM account directory. Below is an example JSON file that defines two different sets of parameters for the Adaptive IB Algo. Note that we can give each set of Algo parameters whatever name we want (adaptive1 and adaptive2 in this case), but we must fill the field algo_strategy with the correct name for the IB Algo (as specified in the IB API Docs linked above). The parameters for the IB Algo (in this case adaptivePriority) must be specified as strings (and according to IB API docs).

    "adaptive1": {
        "algo_strategy" : "Adaptive",
        "adaptivePriority": "Patient"
    "adaptive2": {
        "algo_strategy" : "Adaptive",
        "adaptivePriority": "Urgent"

Specifying IB Algos in Signals
To specify that an order should use an IB Algo simply add keyword ALGO followed by the name of the Algo you created. For example
BTO AAPL ALGO adaptive1
BTO SPY ALGO adaptive2

To specify the IB Algo in a CSV file, use the column ALGO.

  • You must disconnect and then reconnect APM to reflect any changes to the IB Algo file.
  • It is recommended to run some tests on a paper trading account to make sure that the orders using IB Algos are successfully placed (i.e. you should make sure the JSON file is correctly formatted and that all Algo parameters are specified)

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  Limit new trades per day
Posted by: Marcel - 01-26-2022, 04:57 PM - Forum: Feature Requests - Replies (1)

I think a great feature of Alera is the ability to set a soft cap or hard cap for the number of trades in a system. Would it be possible to be able to have a setting where you could limit the number of new trades in one day? For example, you might have a system set to take a maximum of 10 trades, but in any one day, you only want it to take 5 new trades.

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  Time stop
Posted by: Bradsyn - 01-08-2022, 01:46 AM - Forum: Feature Requests - Replies (2)

Hi there, 

Is there a way I can implement a time stop based on new buy orders? 

For example. I generate 10 new buy signals. Alera also knows to close them 5 days later etc?

Not sure how to go about this. I see profit target and loss stops available on the strategy tab but nothing for time stops.

Any help would be appreciated,


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  Add Existing Positions to a Strategy
Posted by: Marcel - 12-12-2021, 08:03 AM - Forum: General Discussion - Replies (1)

Is there a way to add existing positions in my broker to an Alera strategy? For instance, I want to automate a new strategy that I was trading manually already. I might have a few positions that a bought manually and I'd like Alera to recognize those existing positions. I can then make sure that my software such as Amibroker or RealTest sends out sell signals for those positions.

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  Client ID
Posted by: Marcel - 11-26-2021, 08:14 AM - Forum: Feature Requests - Replies (2)

I'm running 6 instances of IB Gateway along with 6 instances of Alera for real trading. At times, I'd also like to run 6 more of both for paper trading for testing purposes. As far as I understand, I need to have a unique Client ID for each instance of Alera and IB Gateway. It would appear that IB Gateway will allow me to set any positive integer for the Client ID, but Alera will only let me select from 0 to 9, it won't let me choose 10, 11 etc. Would it be possible to have Alera able to set the Client ID higher than 9?

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  Virtual Machine Preferences?
Posted by: Psp513 - 11-24-2021, 09:17 AM - Forum: General Discussion - Replies (1)

Question for existing members on the forum: 

If you are using a virtual machine to deploy Alera, what service are you using, and what are the costs/benefits? AWS, Azure, Other?

I am currently using a Microsoft Azure B2S VM and it seems to handle everything fine. At $0.04/hour, it equates to approximately $30/month plus the base membership fee...

If you have chosen to use another VM, like AWS EC2, what instance are you using and are there cost differences or other benefits?

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  Connection behavior with IB
Posted by: andycare - 11-20-2021, 01:36 AM - Forum: Feature Requests - Replies (1)


If the connection with IB breaks, APM tries to reconnect with a progressively increasing time in between the retries. I think the longest time is 60 minutes, if I remember correctly. If the last reconnect fails, APM stops trying.

I’m wondering why this is implemented in this way. A reconnect doesn’t cost anything, right?

I would prefer having a fixed interval of 30 seconds to 60 seconds (maybe even adjustable) and an unlimited number of re-tries. This would prevent manual interference in some cases and lead to a better overall stability of the automated toolchain.

Thanks and regards

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  Programmatically Start APM
Posted by: admin - 11-10-2021, 07:33 PM - Forum: Documentation - Replies (2)

You can programmatically start APM and connect to your broker using Powershell (or some other program)

& 'C:\Program Files (x86)\Alera\Alera Portfolio Manager\Alera Portfolio Manager.exe' AccountName --start
where AccountName should be replaced by the name of the account you want to open, and the --start argument indicates that APM should connect to your broker.

Note that this was added in version 3.3.8

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