How to Inform TradersPost About Open Broker Positions
TradersPost automatically recognizes and manages open positions when you connect your broker, allowing your strategy to adjust accordingly without manual input.
Marketing
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Current broker guidance says existing positions are ignored unless their tickers are selected in a strategy subscription, so the article now reflects that connecting a broker does not automatically manage every open position.
If you’re starting a strategy on TradersPost and already have open positions with your broker, TradersPost leaves those positions alone when you connect your broker unless your strategy subscription includes their tickers1. The system can read your existing positions, but it only acts on positions whose tickers are selected in your strategy subscription1.
How It Works
Once you connect your broker account to TradersPost, the platform can read your open positions but only tracks positions for strategy execution when their tickers are selected in your strategy subscription1. For example, if you have 52 shares of Microsoft or 110 shares of Oracle, TradersPost only manages those positions if those tickers are selected in your strategy subscription1. If Microsoft is selected in your strategy subscription and your strategy triggers an exit signal, TradersPost will sell all 52 shares, managing the position correctly from the start1.
This feature applies to existing positions only when their tickers are selected in your strategy subscription, ensuring that your strategy works seamlessly with those positions1.
