I am trying to use the P123 dashboard with a linked autotrade IB account. Having some issues with reconciling positions.
Via this error: “Your strategies hold positions that do not exist in your broker, click here to reconcile.”
The underlying strategies execute through ‘live portfolios’ and ‘trade’ and are ‘correct’ in terms of position / holdings.
I don’t know how to do the ‘reconcile’ – keep getting errors – and blocking me from adding other strategies to this. Does anyone have a tutorial or video or advice on this?