Reference: Asset Settings, Portfolio Settings, Account Settings and Default Trading Settings
The Portfolio Settings dialog allows you to access and manipulate the settings of individual assets in your portfolio. The Portfolio Settings dialog contains four tabs:
Stock, Forex and Futures Defaults
The Position Sizing, Limits and Stops, Order Details and Order Fees tabs are all tied with the Asset Settings, Portfolio Settings, Account Settings and Default Trading Settings dialogs. Please note that any adjustments made to these tabs from the Asset Settings dialog will only affect that particular asset. However, any adjustments made to these tabs from the Portfolio Settings or Account Settings will affect the entire portfolio selected or the entire account that holds all of your portfolios and assets.
The Portfolio Settings dialog is accessible by the File menu under Edit Portfolio Settings.
The Portfolio Tab allows you to control the specific settings of your broker account in Trader68. The Portfolio Tab controls your log in and account type settings for your broker.
o Name
The Name indicates the name of the portfolio.
o Capital Size
The Capital Size indicates what portion of the account’s trading capital you want to allocate to this portfolio. It has three options to choose from:
· None (Default Option)
The None indicates that all of the account’s capital will be available to this portfolio. Note that if multiple portfolios are configured this way for one account, the trading capital will be shared across (and not divided between) all portfolios.
· Fixed Dollars
The Fixed Dollars indicates that you are allocating a fixed dollar amount to this portfolio.
· Percent of Account
The Percent of Account indicates that you are allocating a percentage of the account’s capital to this portfolio.
o Signal Generator
The Signal Generator indicates the designated signal generator for the portfolio and has two options to choose from:
· Unset (Default Option)
The Unset indicates that no signal generator has been set to this portfolio.
· Collective2
The Collective2 indicates that the selected portfolio will use Collective2 as the Signal Generator.
o Model Name
The Model Name indicates the name of the system from your signal generator.
o Auto-trading enabled
The Auto-trading enabled checkbox is marked by default and indicates that the portfolio is set for auto-trading.
When you are finished making changes to any dialog in Trader68, it requires the user to press the Save button located at the top of the dialog window. However, note that any changes on this dialog will not occur unless the Save button is pressed.