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Add Existing Positions to a Strategy
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.
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

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