Adjustments log in a strategy

[olufemig]

Hello,
1) is there a way i can see a log of all trades/adjustments placed in a strategy? or is there a way to walk through/review closed trades in beetrader?
2) do strategies that i close get automatically removed or do i have to manually remove them?
3) if i mistakenly place a paper trade and want to now place it in the real market , how do i do it? must i clone the paper strategy then place it in real or can i place the trade from within the paper trading strategy?

thanks

[Francario Massimiliano]

Hello,

Hello,
1) is there a way i can see a log of all trades/adjustments placed in a strategy? or is there a way to walk through/review closed trades in beetrader?
2) do strategies that i close get automatically removed or do i have to manually remove them?
3) if i mistakenly place a paper trade and want to now place it in the real market , how do i do it? must i clone the paper strategy then place it in real or can i place the trade from within the paper trading strategy?

thanks

1. yes, go to the "Trades" tab of your strategy. There's also a feature for saving "snapshots" of your strategy during it's life. Before placing any trade on the strategy, go to the strategy settings, enable the "Save Snapshots..." checkbox, and confirm with OK. From this moment, every time you place a trade to the strategy, a snapshot will be saved. The saved anspshot can be displayed using the "Strategy Evolution" button.

2. Strategy in portfolios will be kept even if closed. You can either "Shutdown" a closed strategy or remove it completely from portfolio. The Shutdown feature is available via a right click on the strategies grid.

3. You can right click the leg where you need to place the real-market trade, choose Real-Market -> Open DOM and place the trade. Once the real-market trade is filled, your paper-trading trade will be automatically substituted by the real-market trade. The substitution process of paper-trading trades with real-market trades uses the LIFO logic (Last In First Out).

See also attached screenshots.

Max Francario

[olufemig]

Hello,



1. yes, go to the "Trades" tab of your strategy. There's also a feature for saving "snapshots" of your strategy during it's life. Before placing any trade on the strategy, go to the strategy settings, enable the "Save Snapshots..." checkbox, and confirm with OK. From this moment, every time you place a trade to the strategy, a snapshot will be saved. The saved anspshot can be displayed using the "Strategy Evolution" button.

2. Strategy in portfolios will be kept even if closed. You can either "Shutdown" a closed strategy or remove it completely from portfolio. The Shutdown feature is available via a right click on the strategies grid.

3. You can right click the leg where you need to place the real-market trade, choose Real-Market -> Open DOM and place the trade. Once the real-market trade is filled, your paper-trading trade will be automatically substituted by the real-market trade. The substitution process of paper-trading trades with real-market trades uses the LIFO logic (Last In First Out).

See also attached screenshots.

Max Francario

thanks for this. for #2, do i have to manually remove strategies with expired contracts?

[Francario Massimiliano]

Hello,

thanks for this. for #2, do i have to manually remove strategies with expired contracts?

yes, beeTrader will not remove any strategy from your portfolio automatically, it's your choice to remove or not expired strategies from portfolio.
Expired or closed strategies contribute to portfolio profit/loss results.

Max Francario