OmniVest User Forums
General Discussion Topics
Setting Up An Account To Trade An Elite Portfolio
0 replies, 1035 viewings
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OmniVest User Forums
General Discussion Topics
Setting Up An Account To Trade An Elite Portfolio
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Last Activity 4/15/2019 7:43 PM 0 replies, 1035 viewings |
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Mark Holstius Elite    Posts: 744 Joined: 10/11/2012 Location: Sleepy Hollow, IL  User Profile |
You own Omnivest and want to make money with it - and don’t want to spend excessive amounts of time getting things set up. I was like that too, once. Pleasant memory. My wife would like to go back to those times - but I’ve got this need to tinker now. Sigh… Oh well, I’ll try to help you avoid some rough spots and get things set up fairly quickly in Omnivest so that you can get on with life. Omnivest has some incredible capabilities - with more to come - but those capabilities also make it a bit complex to navigate. I’ve captured some sequential steps that I hope will help you get an account set up that uses an Elite Portfolio that will trade automatically for you… Full Disclosure - there are a number of EXCELLENT Elite portfolios out there, but I’ll be using my latest one for the examples to follow since it uses some specific Account Settings. The steps are the same for using /subscribing to / any Elite Portfolio - or building your own. Just be careful, OV can be addicting… These first steps will add an Account to OV Now that we have the Account, we’ll adjust the Settings to what I recommend for trading my FTMRev06 portfolio. To save time, I’ll copy parts of the snag I posted in a previous thread - but update it with my more recent “Follow The Money Rev06” portfolio. And as I said before, there are a number of excellent portfolios besides mine published in Elite to pick from. Obviously, you can choose any portfolio you want (or multiple portfolios) - but like I said, it can be addicting. I warned you. After you’ve made your choices and are happy with the results, this link will help you set up the account for trading; https://www.omnitrader.com/currentclients/omnivestforum/thread-view.asp?threadid=7786&posts=1 And if you have an account with IB, the attached pdf file (“Instructions for Linking an Existing IB Account to Gar Wood”) will help you link it up to Nirvana’s servers. (Highly recommended!) Hope this helps if you’re either new to OV or have been away from it for a while. Good luck trading… Mark [Edited by Mark Holstius on 7/8/2017 7:42 PM]  Attached file : 01 Adding An Account To OV.png (482KB - 494 downloads) Attached file : 02 Setting up the Account.png (608KB - 467 downloads) Attached file : Instructions for Linking an Existing IB Account to Gar Wood.pdf (304KB - 290 downloads) |
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