How to use TRADE

I have been keenly waiting for Trade to start and finally after three weeks of paper work and waiting I have been finally moved to TRADE in beta.

However, I don’t seem to understand how to make it work now thats its active.

I keep reading and getting messages that I need to press Rebalance and then Trade on a live portfolio. But the Trade button is always inactive.

Another question I have, it seems Trade will execute the recommendation trades. Is it possible to set the live portfolio to automatic so that Trades are sent to IB when they are generated? (This question is probably self explanatory if the Trade button functioned).

Thanks!

TRADE button is grayed out until you press Rebalance (just like the “Commit” to p123). Once you see recs you can either Commit to P123 only or submit them with TRADE. If you submit them with TRADE the P123 transactions will be automatically created once we get fills from IB

Automatic rebalance (no user interaction required) using TRADE is next. We need some time to make sure all is ok.

Might be a browser issue. What Operating System/Browser are you using? Seems ok with Chrome & Firefox.

Thanks

I’m a chrome and safari user, so the issue could be chrome on mac osx? I cannot test on pc. But given, the issue might be different. Even yesterday when I had my recommendations by email, when I pressed Get Recommendations I got nothing, and hence no Trade button. Does Get Recommendations only work on the day of the recommendations or would it work today as well given the rebalancing was done yesterday automatically?

Rebalances use the latest previous day data so they can change day to day. It’s possible to have recs on Monday and none on Tuesday