Features Roadmap
The following is a brief list of features we intend to add to APM. We don't provide a timeline for all of them since our priorities for features may change.

Features currently being developed

• Custom Stop/Target orders, i.e bracket orders
  
• Adding new crypto brokers (Kraken and Coinbase Pro)
  

• Account P&L + account level portfolio view (this is already done at the strategy level, but would be useful at an account level)
  
• More order management functionality, such as orders that are placed after X time plus orders that close positions after X time
  
• Futures
  
• New stock and crypto brokers (undecided on which brokers)
  
• P&L for crypto
  

• Trade some selected penny stocks
  
• Add timezone to cron scheduling
  
• More to be added...
  

I have worked a while with APM now and I like it very much so far. It really solves a key problem to me. I have recognized several things I would like to address:

• My account currency is EUR. It seems that this is a problem when using the Percent Strategy Allocation. Despite my Demo Account is loaded with 1.000.000 USD which is ~850.000 EUR, a 100 Percent Strategy Allocation shows only $10.14
  
• Despite the PnL is showed correctly in the Portfolio Tab for the open positions, the Daily PnL and the Missed PnL in the PnL-Tab is empty. Also, the Adjustment of the Strategy Allocation USD Adj. does not work. It does not adjust anything (maybe because it does not recognize the PnL). I have the feeling, that this is also related to the account currency in EUR.
  
• I run APM on my virtual private server. If I connect to the server with my mobile device to fix something, the window of APM is resized to fit to the lower resolution of my mobile device. As resizing is forbidden for the APM window, I am not able to restore the window settings and I can see only half of the items. Even after a fresh restart of APM while being connected to the server with my mobile device, the window shrinks immediately. Only after connecting with a computer which has full resolution, APM opens correctly without being resized. Therefore, it is not possible to maintain the functionality with my mobile device, which is important, when real money gets involved.
  
• It seems not to be possible to run a rotational short strategy. I can run a Screener with BUY actions only, a Dual Screener with BUY and SELL actions, but no screener with SELL actions only, which is something, I would like to use.
  

Hello, I was wondering if there is a way to use signals from either strategies or indicators from TradingView.com?

Tradingview does allow webhooks

More information here https://www.tradingview.com/support/solu...-webhooks/ 

Thank you!

https://www.youtube.com/channel/UCHTzUkw...DqL8pkECFA

CFDs for Stocks
These instruments allow you to get the returns of an underlying stock, but are traded directly through your broker and not an exchange. They can be useful if you are European and looking to trade US ETFs and Stocks that may not be available in your country. Please read the IB documentation doc 1 and doc 2. Trade at your own risk.

CFDs are not available to those residing in the US or Canada for legal reasons. If you attempt to trade CFDs on your IB accounts, the orders will be rejected from IB (and you can see the error message in your account log).

Before reading ahead, make sure you have read the Stock Signals tutorial.

How Trade CFDs in APM
In your strategy settings there is a Security Type setting that allows you to select different options for trading.
CFDs are prefixed with the @ symbol, e.g. the CFD for SPY will be displayed as @SPY

Stocks Only
Standard APM stock trading.

CFDs Only
Trade only CFDs. All signals should be formatted the same. The only difference is that instead of buying the stock, APM will buy the CFD.

Stocks and CFDs
This setting allows you trade both Stocks and CFDs. Click the ... beside this option to open a settings window that allows you to specify which tickers you would like to trade as Stocks and CFDs.
IMPORTANT: Even though we distinguish between Stocks and CFDs, signals must still only contain the ticker name, e.g. SPY and not @SPY
IMPORTANT: You can only trade either the Stock or the CFD for a ticker in the strategy. For example, if the stock is currently in the strategy, then any signals in the strategy will be for the stock regardless of your settings. Once the stock position closes, then you can trade the CFD in the strategy.

FX and Crypto Trading
This guide explains how to trade FX and Crypto with APM. We will refer to both FX and Crypto trading as Currency Trading from here on out.
Available with APM version 3.0.0+

You should be familiar with APM before reading this guide.

How Currency Pairs are Represented
Our goal was to make Currency trading as similar to stock trading as possible, so that you can enjoy all the same features as with stocks. The main idea here is that for an Currency trading strategy, you choose a base currency to trade in, where any currency you trade will be paired with the base currency. For example, you might choose USD as the base currency for your strategy and trade CAD, GBP, and EUR on that strategy. This means you would be trading CAD-USD, GBP-USD, and EUR-USD pairs. Note that some exchanges/brokers use a different convention and call this the "quote" currency, while calling the left currency in the pair the "base" currency.

You should also note that even though your broker might only support the CAD-USD pair (in that order), APM allows you trade both CAD-USD and USD-CAD by automatically converting to the pair supported by your broker. This means that when you view your portfolio for a strategy, you will see all the pairs in the same direction (i.e. XXX-USD when USD is the base currency).

Also note that when you select a base currency for a strategy, that currency can no longer be traded by any other strategy.

Currency Signals
Behavior is very similar to stock signals. Your signals must only contain the non-base pair. i.e., if your base currency is USD, and you want to trade CAD-USD, then the ticker in your signal must be CAD (not CAD-USD).

Also, the unit types are slightly different. Instead of DOLLARS/$ and SHARES, you should use PRIMARY and the currency name itself, respectively. The other unit types remain the same.

• You can use the same IB gateway as for stock trading, just make sure the client IDs are different in APM if you want to trade both stocks and FX at the same time. By default stock trading has client ID 0 and FX has client ID 1.
  
• Base currencies: USD, AUD, EUR, GBP, CAD
  

• Only non-margin trading as of now
  
• STPLMT and LIT orders are converted to LMT orders if the target price is already met. Otherwise, Binance rejects these orders if we leave them as STPLMT/LIT
  
• Alera STP and TGT orders cannot both be in the market at the same time because of margin restrictions. To resolve this, APM will swap between STP and TGT orders depending on which is closer to being executed.
  
• No fee for cancelling orders, so we can get around any potential problems caused by the above points by internally managing orders
  
• Base currencies: USD (only Binance US), EUR (only Binance), USDT, BTC
  

PowerShell CLI
You can download a PowerShell script from here to connect to the Alera API. You will need to run

Thank you to Dave from Systematic Investors Group for hosting us last Thursday (July 30) on his webinar!
Here we explained how you can use the Alera Portfolio Manager (APM) to do anything and demoed several use cases.
https://www.youtube.com/watch?v=ZH3D7duJABo

Conditional Orders
These orders allow users to automatically place orders that will enter and exit positions given certain conditions.

Before reading ahead, make sure you have read the Stock Signals tutorial.

On-Trigger Signals
Allows you to preemptively place an order to modify a position once it opens. These are useful for when you want to place two orders in the market, but you only want the second order to be placed after the first is executed. You can also use them to automatically place orders to close positions.

On-Trigger Long (OTL)

• Signal to go long a specified amount as soon as a position opens
  
• If there is currently a position, this signal will be ignored
  
• Requires a signal ID to be processed
  
• An existing OTL order can be cancelled by sending an OTL order with quantity 0 (MUST specify 0 SHARES; something like OTL SPY ID 200 won't cancel the order)
  

• Signal to go short a specified amount as soon as a position opens
  
• If there is currently a position, this signal will be ignored
  
• Requires a signal ID to be processed
  
• An existing OTS order can be cancelled by sending an OTS order with quantity 0 (MUST specify 0 SHARES; something like OTL SPY ID 200 won't cancel the order)
  

• Signal to close a position as soon it opens
  
• If there is currently a position, this signal will become a CLOSE order immediately
  
• Requires a signal ID to be processed
  
• An existing RSN order can be cancelled by sending a RSN order with quantity 0 (MUST specify 0 SHARES; something like RSN SPY ID 200 won't cancel the order)
  

• Signal to re-enter a long position as soon as it is closed
  
• If the current position is not long, this signal will be ignored
  
• Requires a signal ID to be processed
  
• An existing REL order can be cancelled by sending a REL order with quantity 0 (MUST specify 0 SHARES; something like REL SPY ID 200 won't cancel the order)
  

• Signal to re-enter a short position as soon as it is closed
  
• If the current position is not short, this signal will be ignored
  
• Requires a signal ID to be processed
  
• An existing RES order can be cancelled by sending a RES order with quantity 0 (MUST specify 0 SHARES; something like RES SPY ID 200 won't cancel the order)
  

• The signals you place with RSN/REL/RES/OTL/OTS actions work exactly the same as regular signals. That means that all parameters (like price, order type, TIF) will be stored and passed onto the signal that may eventually be placed as an order.
  

For IB Master Account, it support place order in allocation method/Account Profiles. Do existing Alera portfolio manager support this type of order?