Saturday, July 31, 2010
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Strategy Portfolio

The IQBroker automated trading platform was designed for developing, backtesting, optimizing and executing a portfolio of automated trading systems. A strategy portfolio can simultaneously process multiple stocks, futures and FOREX trading systems each with its own separate settings and execution environment.

A single strategy portfolio can simultaneously run an unlimited number of separately funded portfolio accounts, such that each automated trading account has its own:

  1. Trading strategy script to invest the account funds.
  2. Position sizing script to set order sizes.
  3. Commission script to calculate the brokerage commission.
  4. Chart layout to initialize the layout of the account financial charts.
  5. Data source to supply historical and real time data bars.
  6. Brokerage account to process live orders.

The portfolio holding the accounts can also accept its own settings, which include:

  1. A money management script to distribute funds between portfolio accounts.
  2. A risk management script that can cancel or modify orders based on portfolio level risk tolerance.
  3. A tax system script to calculate capital gains taxes.
  4. An optimization script to optimize various script parameters.

Portfolio Screenshots

Portfolio Settings Portfolio Accounts
The main portfolio settings. The portfolio accounts and their settings.
Symbol Breakdown Yearly Breakdown
The performance statistics for each account symbol. The account performance statistics for each processed year.
Charts Performance Summary
The financial charts available for each account. The performance summary of the entire portfolio.
Equity Curve Net Profit
The portfolio equity over a specified date range. The portfolio net profit over a specified date range.
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