How to Inform TradersPost About Open Broker Positions

Fact checked by
Mike Christensen, CFOA
August 20, 2024
TradersPost automatically recognizes and manages open positions when you connect your broker, allowing your strategy to adjust accordingly without manual input.‍

If you’re starting a strategy on TradersPost and already have open positions with your broker, TradersPost automatically manages those positions as soon as you connect your broker. The system pulls in your existing positions and adjusts accordingly, even if you’re holding several different assets.

How It Works

Once you connect your broker account to TradersPost, the platform automatically detects and tracks your open positions. For example, if you have 52 shares of Microsoft or 110 shares of Oracle, TradersPost recognizes this immediately. If your strategy triggers an exit signal for Microsoft, it will sell all 52 shares, managing the position correctly from the start.

This feature is available across all connected brokers, asset classes, and exchanges, ensuring that your strategy works seamlessly with your existing positions.

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