Hello.
There is a question about how to manage positions in IB account in connection to P123 live books.
For example if something went wrong in modeled port or you want to close position earlier than P123 what do you usually do to stay in compliance with the book after that?
I used excel tables but it is not comfortable to manage 100+ holdings.
Why does a live port stop automatically rebalance after it was done once manually?
Does anybody try adviser account type in IB? How it works?
The idea is to combine small accounts together into one large to be able to trade 100+ holding system with lower relative commissions and allocate stocks proportionally to client’s equity.
Thanks for your help in advance.