Use Allocation criteria to define how to populate the Allocation values Quantity and Cash Quantity in the Accounts table. You can only set one of these Allocation methods.
- Increase (decrease) position by: Specify a percentage by which you want to increase (for a buy order) or decrease (for a sell order) positions for the selected accounts.
- Set allocation based on: Calculate per-account allocations based on the Cash Balance or Buying Power multiplied by a user-specified number (between 0 and 100). The system calculates ratios for all selected accounts based on the specified value and allocates based on these ratios.
- Allocate total: Use this option to allocate the total Quantity or Cash Quantity of a user-specified value, either:
- Proportionally, based on position, cash balance or buying power, or
- Equally
- Allocate: Enter a percentage of recent trades (over the past seven days) that will be used to determine allocation values, based on the absolute value of the cash value allocated to each account. Click Select to open the Trades window and use check boxes to select the trades to use.
Additional Information