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Add Existing Positions to a Strategy - Printable Version

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Add Existing Positions to a Strategy - Marcel - 12-12-2021

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.


RE: Add Existing Positions to a Strategy - admin - 12-27-2021

Yes you can go into the account settings and look at the "Orphaned Tickers" section. You can select a strategy using the dropdown, highlight the tickers in the box, the click the arrow button to move those tickers to that strategy.
Also mentioned here https://aleratrading.com/forum/showthread.php?tid=10