Set Automation
Portfolio Automation allows you to set buying and/or selling rules and alerts for a portfolio that can be transacted automatically. You may choose from long or short automation, or choose to maintain the portfolio manually.  
 

Note: All portfolios are simulated. To execute an actual trade you must contact your broker.   

 

Enabling Portfolio Automation:

  1. Select a portfolio. The selected portfolio will be highlighted on the left side.

  2. Click the "Manage Portfolio" Button on the Local Toolbar.

  3. Select "Set Automation".

  4. Left-click Long, Short, or Manual.

  5. Make your selections from the Portfolio Automation Window. Please see Editing Portfolio Automation for more information.

  6. Click "OK".

 

Disabling Portfolio Automation:

  1. Select a portfolio. The selected portfolio will be highlighted on the left side.

  2. Click the "Manage Portfolio" Button on the Local Toolbar.

  3. Select "Set Automation".

  4. Left-click "Manual".