Hi everyone — I’m new to the community and still getting oriented. I couldn’t find a clear answer in the docs: does Portfolio123 support fully automated strategy execution and order routing when connected to a Charles Schwab brokerage account? If so, what’s the recommended setup/workflow (and any limitations around options/multi-leg orders)?
No, Portfolio123 only supports fully automated strategy execution and order routing with IB and Tradier at the moment.
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Tardier would be great of they allowed OTC micro-caps, but they do not, which makes it unusable if your system plays in that space.