PortfolioSynch ?
Author: swuzy
Creation Date: 3/27/2009 3:06 PM
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swuzy

#1
Using WLP 5.3, after running some of these strategies on a say 300 symbol watchlist, sometimes I get Alerts for hundreds of lines of Buys and Sells (and sometimes well over a thousand Alerts), especially if running multiple strategies on multiple datasets.

Is there a way to have the strategy check our Fidelity account portfolio and only issue Alerts to Sell stuff I have in my Fidelity portfolio account or accounts?

Thanks.
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swuzy

#2
Let me clarify the above with more detail. After selling "all" shares, Usually, I actually retain 1 share of the symbol if it is of continuing interest so I can have better visibility of its intraday action. So, I need to tell the Sell code to only provide Sell Alerts for stock in my actual portfolio that exceed 1 share count.

Thanks for any Coding help.

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swuzy

#3
And in case I engage in Auto Trading in the future, I need to strategize coding to a Sell count of all but 1 share of any symbol in my main account.
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Cone

#4
QUOTE:
Is there a way to have the strategy check our Fidelity account portfolio and only issue Alerts to Sell stuff I have in my Fidelity portfolio account or accounts?
No. All Alerts are shown, however, only Alerts to exit positions that you actually own will be Auto-Staged or Auto-Placed. (You can still manually Place those Alerts, but they'll result in an order error.)

QUOTE:
So, I need to tell the Sell code to only provide Sell Alerts for stock in my actual portfolio that exceed 1 share count.
That's going to be a problem. You can probably find another good way to keep visibility of those Positions, like adding them to a Quotes window (save the Workspace so you can get them back).


QUOTE:
And in case I engage in Auto Trading in the future, I need to strategize coding to a Sell count of all but 1 share of any symbol in my main account.
You'll have to use SplitPosition, but why complicate it?