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My Portfolio
Live Trading and Virtual Trading

Live Trading and Virtual Trading

7 min read

Introduction

My Portfolio page displays all the strategies that have been added from Odyssey and Phoenix. You can use these strategies to Backtest, Papertrade, or Livetrade on your desired conditions.

How to Begin Live Trading?

Begin Live Trading on AlgoBulls with these simple steps:

Step 1: Select a strategy from the Odyssey or Phoenix page

  • For Odyssey and Phoenix both, you can click on Add to My Portfolio button in the strategy. The strategy will be added to the portfolio, and you will be redirected to the My Portfolio page.

Step 2: To start the chosen strategy, click the Start button in the Action field.

Portfolio Strategy

Step 3:

i. Select Live Trade from the Select Execution Mode dropdown.

Execute Modal

ii. Select a Broker

Broker

iii. If you want to change the parameters, Click on the Open Parameter Configuration Panel button

Time

The parameters that you get to configure are listed below:

  • Instrument
    • Set the Trading Symbol and Segment.
  • Strategy Settings
    • Adjust settings like Candle Size and Mode.
  • Order Settings
    • Configure the following order settings:
      • Resume Positions on Start
      • Exit Intraday Orders on Stop
      • Max Order Count
      • Crossover Accuracy Decimals
      • Credit Exposure Factor
  • Strategy Parameters
    • Adjust specific parameters based on your trading requirements.

Note

Some strategies might not be modified and for them, the parameters will be disabled and a notification will be shown. Time

iv. Add the Start & End time.

Time

v. Specify the Quantity/Lots.

Quantity

vi. Use the toggle button to activate the P&L Tracker. Add the desired profit and risk appetite here.

PnL Tracker

Step 4: After you read the terms and conditions, you can click on agree and then click on Live Trade to start your strategy.

Live Trade

Note

  • Please note that you will be charged for using these services.
  • To waive these charges, you can purchase a package with AlgoBulls.

Warning

Even after completing all the preceding steps, trading may not begin for the following reasons:

  • Insufficient funds in your broker account.
  • A particular segment in your broker account has not been activated (this can happen with new accounts; some brokers activate this by default, while others may take 24 hours or more).
  • Due to market volatility, your broker may stop accepting certain order requests on some scripts or stocks. If any such order type with such script/stock strategy is currently running in your AlgoBulls account, new orders for the same won't be displayed.
  • Certain order types may be incompatible with certain brokers.
  • Your linked broker account must allow you to execute those orders. Not all strategies are accepted/allowed by every broker due to permission issues.
  • The AlgoBulls platform has no control over the brokerage charges imposed by your broker once your trading begins. Please review all charges on the broker's end before proceeding.

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Strategies may stop due to various reasons such as market closure, P&L achieved, or if there are any errors. To check errors, in the Progress field click on the view details option.

  • For Odyssey, logs and orders timeline will appear along with a button to show detailed analytics.

    View Details Odyssey

  • For Phoenix too, logs and orders timeline will appear along with a button to show detailed analytics.

    View Details Phoenix

How to Begin Virtual Trading?

  • Step 1: To start the chosen strategy, click the Start button in the Action field.

    Portfolio Strategy

  • Step 2:

    i. Select Back Testing or Paper Trading from the modal.

    Execution Modal

    In the same way mentioned in the steps for Live Trading:

    • Choose your Broker and Data Source as necessary.
    • Choose and configure the parameters according to your preference.

    ii. For Back Testing, you get to specify the dates.

    Customisation

    iii. For Paper Trading, you can specify the time.

    Customisation

    iv. Use the toggle button to activate the P&L Tracker. Add the desired profit and risk appetite here.

    PnL Tracker

  • Step 3: Click on BACKTEST OR PAPER TRADE button to execute/start your strategy with all the configurations.

Summary Bar

The Summary Bar in the portfolio section includes the following:

  • Odyssey Strategy: Number of strategies from the Odyssey in your portfolio.
  • Tweak Strategy: Number of strategies that have been tweaked by you.
  • Custom Strategy: Number of custom strategies built by the AlgoBulls developer team for you.
  • Total Running Strategies: Number of strategies currently active in your portfolio (during market hours).
  • Today's P&L: The total P&L value. Portfolio Meta

Fields

The My Portfolio section includes the following fields:

  • Mode: Displays the strategy mode: LT (Live Trading), BT (Back Testing), or PT (Paper Trading).

  • Strategy: Displays the strategy name and code.

  • Instrument(s): Includes the instruments on which the strategy is being run.

  • Tag: A user-defined tag for the strategy, allowing users to categorize different strategies.

  • Live Reports: Displays P&L and Trade Volume, with redirect links to view your results in the respective P&L Book and Trade Book.

  • Progress: It is a progress bar which displays the progress of the strategy and details of its state.

    Strategy Fields

  • Config: View parameters and other configuration settings here. The strategy configuration field includes instrument and strategy settings, such as general settings, strategy parameters, resume, exit, and miscellaneous options. Tweak Config

  • Action: The Action field allows you to start or stop a strategy. To execute a strategy, click on start. You can choose multiple brokers and run the strategies simultaneously. Action

Toolbar

The Dashboard toolbar includes the refresh, settings, and full-screen tools.

  • Refresh: If you can't see a recent entry in the table, click Refresh to check again. Toolbar Refresh

  • Settings: Select the columns you want to view using this settings option. Toolbar Settings

  • Full Screen: Use this option to view your current tab in full-screen mode. To return to normal viewing, click the icon again or press F11 on most browsers and operating systems. Toolbar Full Screen

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Contact

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AlgoBulls, 99 Wall Street, #2009 New York, NY 10005

AlgoBulls Technologies Private Limited, C-212/Mascots, 103/104, Orbit Plaza, New Prabhadevi Marg, Mumbai 400025

Trading in financial products involves significant risk and may not be suitable for all investors. The use of our services, including algorithmic trading strategies, Phoenix and Odyssey (Algo Marketplace), carries the risk of substantial losses, potentially exceeding your deposited funds. It is crucial to fully understand these risks before engaging in trading activities.

AlgoBulls (AlgoBulls Technologies Private Limited) does not guarantee the accuracy or completeness of any information provided on our platform, including third-party content. Such information should not be relied upon without thorough independent investigation by the investor. Investments in securities and equity-related instruments are subject to various market risks, which can be influenced by specific security factors, broader market conditions, and economic, political, and global developments.

Past performance of any strategy, model, or advice provided by AlgoBulls does not guarantee future results. Actual returns may vary significantly due to various factors, including but not limited to, impact costs, expenses, entry and exit timings, additional flows or redemptions, client-specific mandates, and unique portfolio construction characteristics. There is no assurance that the objectives of any strategy, model, or advice will be achieved.

AlgoBulls, its partners, officers, and employees do not guarantee any specific return on investments made based on the strategies or advice provided. The value of investments can fluctuate, influenced by market forces and conditions. AlgoBulls and its associates are not responsible for any losses or shortfalls arising from market conditions.

Investors are encouraged to thoroughly read and understand the terms and conditions outlined in the relevant advisory agreement before subscribing to any services. AlgoBulls and its associates/employees shall not be held liable for any risks or losses associated with the strategies, models, or advice provided. Trading in securities is subject to market risks, and AlgoBulls makes no representation or guarantee that the objectives of any model, strategy, or advice offered will be achieved in the future.

Risk Disclosure: Futures and forex trading contains substantial risk and is not for every investor. An investor could potentially lose all or more than the initial investment. Risk capital is money that can be lost without jeopardising ones’ financial security or lifestyle. Only risk capital should be used for trading and only those with sufficient risk capital should consider trading. Past performance is not necessarily indicative of future results.

Hypothetical Performance Disclosure: Hypothetical performance results have many inherent limitations, some of which are described below. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown; in fact, there are frequently sharp differences between hypothetical performance results and the actual results subsequently achieved by any particular trading program. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk of actual trading. for example, the ability to withstand losses or to adhere to a particular trading program in spite of trading losses are material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program which cannot be fully accounted for in the preparation of hypothetical performance results and all which can adversely affect trading results.

Testimonial Disclosure: Testimonials appearing on this website may not be representative of other clients or customers and is not a guarantee of future performance or success.

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