- Registration will setup Pipeline, Benchmarking and Live (i.e. measured) accounts, and enable all available strategies , that are preset with simulated amounts.
- Plan your portfolio by modifying the following
- % Allocations for Sectors
- Maximum Trading Amount , Lot Size and Approval Preference for the Strategies.
- Rebalancing and Allocation Preferences, Risk Appetite, Intraday Approval Rules for Accounts
- Research Links that will be enabled for each Instrument in Pipeline or in Live Account.
- Let the system automatically create the pipeline of US Stocks, ETFs, Bonds, and Options for you based on the algorithms coded for the strategies.
- Based on your approval settings for the Strategies, system will either seek approval or automatically place trades in the Live(i.e. measured) account.
- System will continuously measure and inform the Risk, Performance and Technicals for Positions and Accounts.
- Based on rebalancing settings for the Account, system will do auto rebalancing for certain Strategies.
- Optimize further by doing research at the configured links and charts , then taking following decisions manually
- Remove an Instrument from the pipeline
- Update the quantity when approving to place trade in Live Account
- Exit the positions / skip rebalancing in Live Account
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