How to Use:

  • Connect your Tradier brokerage account.
  • Set your automation units for each portfolio and click Save.
  • Enable the portfolios you wish to automate and click Save.
  • Important:

Do not manually trade any ticker that is being traded by an automated portfolio. Manual trades in the same ticker will interfere with the bot.

Example: If you are automating the Boomer's Revenge portfolio, you should not manually trade $IWM in your account.

Broker:

Buying power is estimated by adding 2.5% to the existing portfolio value.

Making adjustments:

  1. You can update the number of units you want to automate by typing a new number into the Units box and clicking 'Save'.
    • Please note that updating units will NOT update your current positions. It is up to you to update your current positions if desired to match your new unit sizing.
  2. You can turn 'Off' a portfolio at any time.
    • Please ensure you click 'Save' after turning a portfolio off.
    • Please note that turning a portfolio 'Off' will not close any open positions. It is up to you to close your current positions if desired.