Portfolio-Level Target, Stop-Loss & TSL : One Control to Rule Them All

🔍 Overview

The Portfolio Management feature on Tradetron allows you to group multiple strategy deployments into a single portfolio and define centralized P&L-based targets and stop-losses. This means instead of managing exit conditions for every strategy individually, you can now create a unified rule that applies across all strategies within that portfolio—offering unprecedented control over your trading system.

💡 Why Use Portfolio Management?

Combine P&L tracking for multiple deployments into a single dashboard
Automatically trigger exits based on overall portfolio performance
Apply day-wise targets, stop-losses, and trailing stop-losses
Mix & match strategies across brokers, asset classes, or trading styles
Avoid overexposure or unexpected drawdowns
Make smarter, systemic decisions across your entire algo set

🧩 How It Works

Access the Portfolio Management Page
Go to the “Portfolio Management” section on your Tradetron dashboard.

Create a New Portfolio
Click “Create Portfolio”
Name your portfolio (e.g., "Thursday Strangles", "All Live Trades")
Select the days of the week you want the P&L check to run (e.g., Mon–Fri)

Set P&L Targets and Stop-loss
Define a Target P&L (e.g., ₹1,000 profit)
Define a Stop-loss P&L (e.g., ₹500 loss)
Add Trailing Stop-loss, if needed (optional)

Add Strategy Deployments to Portfolio
Select existing live deployments from your account
You can include:
Multiple instances of the same strategy
Deployments across different brokers
Different strategies in the same portfolio
Save your portfolio

📌 Important Notes

✅ Real-Time Monitoring: The portfolio checks the combined P&L of only currently running counters* within the selected SIDs (strategy deployments).
❌ Exited strategies or closed positions are not considered in the portfolio’s P&L logic.
🔄 Positional Strategies: For positional deployments, the system considers both unrealized (running) and realized P&L from past days:
Example: If a strategy had a ₹X profit until yesterday, and today’s unrealized P&L is ₹Y, the total P&L used for exit logic is X + Y.

🧠 Use Cases

Group your entire trading book and define a daily profit goal (e.g., ₹5,000) to lock in gains
Create specialized portfolios for specific strategy types (e.g., only Strangles or only Intraday)
Limit maximum drawdowns per day across all strategies
Mix positional and intraday deployments into a single risk-managed portfolio

🔁 Flexibility at Your Fingertips

Change target/stop-loss values at any time
Add or remove deployments as needed
Create multiple portfolios—each with their own rules
Apply logic only on specific days for even tighter control

🚀 Try It Now

This game-changing feature is live on your Tradetron account right now. Start creating portfolios and experience a more intelligent, systemic way to manage risk and reward.

Updated on: 25/04/2025