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kmcintyre

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Posts: 410

Joined: 8/30/2007
Location: Valley Center, CA

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Subject : AutoTrade and PaperPortfolios
Posted : 2/18/2018 7:00 PM
Post #44105

1) If I am running AutoTrade, do I trade whichever portfolio is selected in the Portfolio Toolbars Broker drop down? So if I have 3 paper accounts and one GXTrader account, whichever I have selected is the one AutoTrader uses?

2) Max Margin defaults to 50%. That seems like an odd default. What should I use to mimic a Garwood IB account that allows 200% margin for overnight positions? What should I use for my real Garwood account?

3) When AutoTrade-ing, does the Require Order Confirmation checkbox in Portfolio | Add Account matter? Do I ever need to confirm trades when AutoTrade is on?

4) in the AutoTrade dialog, I have ATM ARM5 selected for Method. So that specifies my trade sizing? I know ATM ARM5 is an XML file that describes an ATM configuration. But what I'm missing is what I would put in that field if I was AutoTrading a non-ATM profile. Is Method only for ATM? Would I use the Trade Size radio button for all non-ATM AutoTrade sessions?

5) If I want to see what AutoTrade is going to do tomorrow AM, do I wait until after AutoTrade runs the ToDo processing, then disable AutoTrade, open the Portfolio dialog and go to the Open Orders tab?

6) If I requested that AutoTrade place orders at the Broker When run ToDo list completes, I would expect that orders in the Open Orders tab would match the pending MOO orders at my broker. If I cancel an order in the Portfolio | Open Orders tab, will the order be closed at the Broker?

7) If I re-enable AutoTrade after the ToDo list has processed, but before the orders are sent to the broker, (assuming the When Run ToDo List Completes is not checked and a different time is specified for Submit Orders At). will AutoTrade pick up where it left off without a hitch?

8) What should I be doing (and how often) to ensure AutoTrade and my actual Garwood account remain in sync? Do I need to watch for orphaned trades? Rejected trades? Etc.

Sorry for all the questions. The devil is always in the details...

Thanks

Keith

Deleting message 44105 : AutoTrade and PaperPortfolios


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