- ago
Would it be possible to convert the Strategy position size (% of equity) to a different currency for order entry and transfer via api (i.E. IB)?

For example, if you trade stocks in USD but my account is in EUR, the position size ("use broker reported equity") is incorrect (better said: it is in USD).

Maybe you could even make this conversion automatic or at least offer a manual conversion of the exchange rate?

There would still be space at the top of the Signals tab...

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Cone8
 ( 6.32% )
- ago
#1
That's a good idea.

So as not to dilute the request list, we should add this idea as another component of the "Multi-Currency Support" feature request -
https://wealth-lab.com/Discussion/Multi-Currency-Support-5984
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Cone8
 ( 6.32% )
- ago
#2
It will work this way with Build 36 Multi-Currency. Equity is converted to the trade's currency when passed to the PosSizer.

Example:
You'll choose a backtest "Base Currency", assume this is EUR, but you want to size 10% of Equity for USD Positions. If the Account size is €50K, EURUSD is 1.08, and the stock's USD basis price is $25, the size would be calculated as:
10% * €50K * 1.08 / 25 = 216 shares.
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