OmniVest Forum : Questions on Using OmniVest : Strategy View

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OmniVest User Forums Questions on Using OmniVest Strategy View		Last Activity 6/10/2024 12:04 PM 0 replies, 1071 viewings

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ricastein

Member

Posts: 12

Joined: 3/13/2014
Location: Aurora, Colorado

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Subject : Strategy View
Posted : 2/27/2016 12:13 PM
Post #35684

I go to List Manager and create a list. I then go to Portfolio Builder and run my list. I like it, so I go up to SAVE AS and type in the name of the portfolio and save it. I then go to Accounts, add portfolios. I choose Custom and check the box, Enabled. My question is, now do I have to go to Strategy View and enable all the strategies also, in order for this portfolio to trade properly?

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