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Steve Mayo

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Joined: 10/11/2012
Location: Austin, TX

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Subject : RE: How Does One Create A User -Created Portfolio
Posted : 1/15/2014 9:55 AM
Post #28919 - In reply to #28918

Welcome TimL,

You sort of need to think of the "saved collections" as being one-level up from where they are created.

You build a collection of strategies on the strategies page. Upon naming & saving, it becomes a portfolio and will then show on the portfolio page. Right?

Same thing for what you want to do. You create your selection of portfolios on the PORTFOLIOS form. Upon save, it becomes an account. The difference that is perhaps a little confusing is in how you create the account into which you will be saving. For strat collection ->new port, you do that from the strats page. For port collection -> new account, you first have to create a new account on the account page before you can save into it (from the ports page).

There's the rub. The number of accounts is limited (to 5 I think). Be careful with the SAVE button on the Portfolios form as you can inadvertently change your live account. Be sure to look at the top of the form to see what account you are working in.

For me, I have the one live account, then I just one other "testing" account. I only save the test account if I need to look at a multiple-portfolio collection. That way, I'm less likely to get confused and mess up my live account without realizing it.

Hope that helps.
Steve
Deleting message 28919 : RE: How Does One Create A User -Created Portfolio


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