uTrade Algos
In this video, we will help you understand how to create a portfolio on uTrade Algos in a few easy steps.
Step 1: Navigate to the “My Portfolios” section adjacent to the “Your Earnings” box on the homepage.
Step 2: Initiate portfolio creation by selecting “Add a New Portfolio”. Step 3: Provide a name for your portfolio and incorporate strategies using the platform’s pre-defined templates within the order form.
Step 4: Tailor the portfolio to your preferences by adjusting parameters like asset class, expiry date, lot multiplier, and more.
Step 5: Utilise the “Add Legs from Option Chain” feature for efficient strategy leg additions.
Step 6: Specify exit parameters, including Target Profit, Stop Loss, Trail Stop Loss, and Move Stop Loss to cost.
Step 7: Choose between saving and backtesting the strategy or saving it for deployment. Margin calculation options are available.
Step 8: Fine-tune the strategy details by editing start time, end time, and days. Deploy each strategy at the designated time.
Step 9: Save and review the entire portfolio before deploying it.
Step 10: For diversified trading approaches, add multiple strategies and create portfolios according to your requirements.
And that’s how you can create a unique portfolio for diverse trading opportunities with uTrade Algos!