Portfolio Builder

Coming soon. The Portfolio Builder sits in the sidebar marked Soon and does not open yet. This page describes what it is for, so nothing here reads as a feature you have today.

What it will do

Judging strategies one at a time is how you end up with three versions of the same trade. The Portfolio Builder will measure the published strategies you have added as a set: combined equity, combined drawdown, how the strategies' returns move together, and how much of your account each one actually needs at the contract count you set.

What it will never do

It is a modelling surface. Building a book will have no effect on your traders, your multipliers, your Copy Trader group or anything that is armed. It will not place an order, it will not arm anything, and nothing you do there will reach the engine. Running a book means going to Manager and building traders for it in the normal way.

Until it opens

Each published strategy's own page carries its full record, and Analytics and metrics explains how to read the drawdown and ratio figures that a portfolio view would combine.