When using multiple strategies in an Account, how can I change the % allocation after I’ve already added the strategy?
I can’t seem to find it in the menus or the help files.
Also I think it would be a good idea to add the % of account in the basic summery to remind us of our allocation and we can adjust it as we want.
I’m afraid you can’t change the percentage allocation assigned to a strategy in an account. But if you withdraw and/or deposit additional cash in a strategy, you can rebalance that strategy accordingly.
I am just learning to use a new linked IB account.
If I have an account with 2 strategies (say 75% and 25%) and I want to add a third strategy, how do you specify the % allocated to it? Or is all done via how much cash you assign to each strategy?