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
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🧩 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
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📌 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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