Portfolios

Group several algorithms so they trade together and, from here, launch them to trade live.

Open in app6 min

A Portfolio is a team of algorithms trading together across one or more accounts. Instead of running a single algorithm, you combine several to diversify risk. And most importantly: the Portfolio is where an algorithm goes from theory (backtests) to actually trading in the market.

List of portfolios in TradingNote
Each portfolio groups algorithms and can have an active live session.

How to build and launch a portfolio

  1. 1

    Create the portfolio

    You give it a name and choose which account (or accounts) it will trade on.

  2. 2

    Add algorithms and set weights

    You pick the algorithms from «My Algorithms» that will form the team and how much weight (importance) each one has. More weight = larger size on its trades.

  3. 3

    Configure the risk rules

    For futures and prop firms you can enable account rotation and daily, weekly or monthly profit caps. That way the portfolio stops itself once it hits your target.

    Portfolio detail with its algorithms and configuration
  4. 4

    Launch the live session

    When you're ready, you start the «live session». From then on the portfolio trades on its own, following its algorithms and rules, and you see its aggregated performance in real time.

Launching a live session requires a PRO plan or higher. Always start on a Paper account to see how the portfolio behaves before using real money.