Hello,
I tried reconciling my account positions to my live strategies.
The problem is, that some strategies have overlapping positions.
But I can only allocate one position to one strategy.
e.g.
300 shares of GE in account
200 are from strategy A
100 are from strategy B
Thank you very much,
Toby
You have to do it in two steps. Click on holding and edit the shares and assign them to one strategy, then do it again for the remainder of the shares. We’ll add some text to make you aware of this. Thanks!
Why isn’t there an option to link the accounts to a live book which is what I use to send orders to Trade?
“Live Book” is a bit redundant now. An Account does the same with an allocation of Strategies. However we will make it available soon (next week?) since we intend to improve the functionality of Books in the future ( ex dynamic allocation ) . That complexity does not belong under the “invest” section. Thanks