- ago
Hi,

Lets assume I trade multiple strategies in the same account. What are the implications if the same ETF symbols are used in different strategies?

For example, lets say I have a simple static allocation strategy: 60% SPY and 40% TLT. Then another turn of the month strategy that uses SPY. In this scenario, SPY is traded in both strategies. During some bars, we might want to sell SPY in strat 1 and buy SPY in strat 2.

Is this possible? What settings would allow this? What are the gotchas?

Thanks
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Cone8
 ( 6.32% )
- ago
#1
Short answer:
Currently an account holding multiple positions in the same stock just looks like one big position. If you're careful with the number shares you're trading and not synching to the account position, it's still possible to trade that way.

Also related:
/Discussion/Control-Max-Open-Positions-Threshold-in-Strategy-Monitor-9975
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- ago
#2
thanks! can you please explain what you mean by "not syncing to the account positions"?

Are you referring to the Portfolio Sync options: "Use broker account value" and "use live positions"?

Assuming so... is it just better all around if my strategies all trade unique assets and I do sync with the account?
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Cone8
 ( 6.32% )
- ago
#3
Right. In the Portfolio Sync Trading preferences, you'll see a bunch of option for Exit orders. Open that dialog, hit F1 to see the help about each one.

Better overall - probably. There are tens of thousands of trading instruments, and a lot of them have a 99% correlation.
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