Articles on: Dashboard & Deployed page

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


  1. Access the Portfolio Management Page
  • Go to the “Portfolio Management” section on your Tradetron dashboard.
  1. 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)
  1. 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)
  1. 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

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