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My Portfolio

The My Portfolio section consists of a complete overview of the strategies availed by you.

Portfolio

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

Portfolio

Toolbar


The Dashboard toolbar includes the refresh, density, settings and full screen tools.

Filters

Refresh - If you can't see an entry in the table (perhaps the most recent one), click Refresh to check again.

Filters

Density - View data comfortably by choosing the density. The options include Larger, Middle and Compact.

Filters

Settings - Select the columns that you want to view in this settings option

Filters

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.

Filters

Fields


My Portfolio includes the following fields:

  • Strategy - This field displays the strategy name and code
  • Instrument(s) - This includes the instrument on which the strategy is being run
  • Tag - 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

Portfolio

Portfolio

  • 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.

Portfolio

  • 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.

Portfolio

  • 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.

Portfolio


Last update: 2022-04-11
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