Sponsoring new Portfolio123 features

Absolutely, I am interested.

Off the top of my head, I’d be interested in sponsoring the following features, depending on price. In priority order:

  1. Integrate IBKR short borrow fee and available share stock factors (historical and ongoing) and allow short strategies to have borrow cost formulas that can reference these factors.
  2. Implement full set of IBKR/FoxRiver algorithmic order types and parameters for linked accounts.
  3. Implement linked trading for Canadian and European/UK markets.
  4. Support customizable, randomized order type allocations per account-strategy. For example, for strategy S in account A, I may want p123 to randomly assign 50% of orders to order type T1, 25% to T2, and 25% to T3. As part of this, I would request that order type be included in the account transaction log for proper transaction cost analysis.
  5. Add VWAP price series and allow simulations to fill at VWAP.
  6. Add support for slippage formulas and allow country-specific commissions (support stamp tax modeling for UK stocks, etc.)
  7. Add option to automatically transmit buy orders to downstream broker as sufficient cash becomes available for non-margin accounts.

You can see these fall into two broad themes: expanding trading functionality and making simulations more realistic.