My Portfolio¶
The My Portfolio section consists of a complete overview of the strategies availed by you.
The summary bar in the portfolio section includes the following:
Choose Strategy - Number of strategies from the Marketplace in your portfolio
Tweak Strategy - Number of strategies that have been tweaked by you
Build Strategy - Number of custom strategies that have been built by the AlgoBulls developer team for you.
Total Running Strategies - The number of strategies that are currently active on your portfolio, especially from the ones mentioned above (During the market hours)
Today’s P&L - The total P&L value
Toolbar¶
The Dashboard toolbar includes the refresh, density, settings and full screen tools.
Refresh - If you can't see an entry in the table (perhaps the most recent one), click Refresh to check again.
Density - View data comfortably by choosing the density. The options include Larger, Middle and Compact.
Settings - Select the columns that you want to view in this settings option
Full Screen - With this option you will be able to view your current tab on the browser in full Screen. To go back to the normal viewing mode click on it again. This is similar to pressing F11 on most browsers and operating systems.
Fields¶
My Portfolio includes the following fields:
Strategy- This field displays the strategy name and codeInstrument(s)- This includes the instrument on which the strategy is being runTag- This is a user defined tag for the strategy. Users can tag different strategies under different tags.Volume- This includes the strategy volume. To get a detailed view you can also click the symbol highlighted in blue in the volume field that redirects you to the tradebook
Config- You can view parameters and other configuration settings here. The strategy configuration field includes Instrument and Strategy Settings such as general settings, strategy parameters, resume, exit and misc options.
Progress- This includes the strategy progress status. You can view if the strategy is about to begin, has begun or has stopped here. You can also click on the view details section to get a real time progress update.
Action- The action field allows you to start or stop a strategy. To execute a strategy click start. When you click on the start you will be able to choose multiple brokers and run the strategies simultaneously too.
