Steps to create a portfolio on uTrade algos
On the Share India uTrade Algos homepage, you will find the "My Portfolios" section right next to the "Your Earnings" box. Here, you can create your own portfolio by clicking on "Add a New Portfolio."
Name your portfolio and add strategies based on your market study. The platform offers multiple pre-defined strategy templates in the order form to help you create different types of strategies.
You have the flexibility to select various options according to your convenience, such as asset class, expiry date, expiry offset, lot multiplier, strike selection, and the number of legs.
To add legs to your strategy, you can use the "Add Legs from Option Chain" button, which allows you to conveniently add strategy legs with just a few clicks. Customize the asset class and expiry date as needed.
You can also set your Strategy exit parameters, including Target Profit, Stop Loss, Trail Stop Loss, and Move Stop Loss to cost. At the end, you have two options: either to save and backtest the strategy or to save the strategy for deployment. If you want to calculate margins, that option is also available.
You can edit the start time, end time, and days for your strategy. However, make sure to deploy each individual strategy at the prescribed time. Then, click to save and review the portfolio before deploying.
You can add multiple strategies and create multiple portfolios according to your needs.
To review your portfolio, go to the homepage and click on "My Portfolios." There are four options available:
Self-Created Strategies: View your strategies based on your own creations, searchable by search, sort, and filter options.
Subscribed Strategies (uTrade Originals): Explore strategies created by Utrade Originals.
Deployed Strategies: See the strategies you have deployed.
Favorite Strategies: Access your favorite strategies.
So, create your unique portfolio and explore a world of opportunities with Share India uTrade Algos.
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Disclaimer: Investments in the securities market are subject to market risks; read all the related documents carefully before investing.
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