Setting up a new portfolio in Trader68 is very straightforward and an easy way to manage multiple signal generators or trading accounts. Press Next to proceed to the next panel.
With multiple portfolios you can restrict the way certain assets are traded such as Retirement accounts that cannot Enter Short (Cover Position). Additionally, you can allocate a portion of the account’s trading capital to a particular portfolio. On this panel, you can rename the portfolio to best fit its purpose. Press Next to proceed to the next panel.
Great work! After creating your new portfolio, Trader68 will take you through the same steps of Setting Up a New System for either TradingSolutions or Collective2.
