Tutorials: Consolidated Signals & Interactive Brokers Portfolio Rebalance Tool

Home » Blog » Strategy Development » Tutorials: Consolidated Signals & Interactive Brokers Portfolio Rebalance Tool

As promised, please find below some short video tutorials on how to create consolidated signals for your portfolio in the Online Portfolio Builder and QuantTrader, and how to efficiently execute the trades using the Portfolio Rebalance Tool from Interactive Brokers.

One of the biggest concern raised after we announced QuantTrader Light for all our “All Strategies” subscribers was the abitility to create, backtest and save custom fixed-weight portfolios. Frank just published QuantTrader Version 510, which comes with just that functionality, in the tutorial I still announce this as pre-release, but you can now use this functionality live in January rebalancing.

If you are not yet a Logical Invest subscriber, you can use our 30 days free no strings attached QuantTrader trial. You can open a free trial demo account at Interactive Brokers to test the portfolio rebalance functionality. If you already have an IB account you can create a paper account for testing and enhancing your execution skills. And to repeat, we´re in no way afiliated with them, but do appreciate the cost structure and functionalities for trading our own accounts.

We will be adding more tutorials about individual features of QuantTrader and how to  build and execute your portfolio. For the time being please let us know which features you´re most interested in, and if there are questions in regard of these first tutorials.

Consolidated Signals in Portfolio Builder

See here: https://youtu.be/yZ2sgWAfQLk

Consolidated Signals in QuantTrader

See here: https://youtu.be/AZjlrEv-yLQ

Configuring the Interactive Brokers Portfolio Rebalance Tool

See here: https://youtu.be/GB4vCP1_d-c

Executing Monthly Rebalance with the Interactive Brokers Portfolio Rebalance Tool

See here: https://youtu.be/YAMeSeh0WbY

As always in anticipation of a vivid discussion in the comments or the QuantTrader Forum.

All the best,

2018-01-30T14:21:48+00:00By |2 Comments

About the Author:

Alexander has been researching and applying financial modelling as Financial Executive since 15 years. His passion and expertise lies in the enterprise and project valuation. He has participated in several multi-billion M&A deals in the chemical and bio-tech industry. Prior to joining Logical-Invest.com, Alexander was the Chief Financial Officer and Corporate Vice President in Japan for a major global chemical player. Before he served in executive roles in North America, Europe and Asia within the automotive sector. He holds an MBA in General Management from the Instituto Panamericano de Alta Dirección de Empresa (IPADE) and an M.A. in International Business from the University of Paderborn. If not in Mexico City, probably he is right now enjoying life and writing for Logical Invest at his beach house "Rincón del Mar" at the Mexican pacific coast - and always happy about a visit.


  1. reuptake 01/30/2018 at 1:00 pm

    Thanks for the tutorial. Rebalance portfolio tool is the single best functionality of IB Trader Workstation, saves a lot of effort. Too bad it’s not included in mobile version.

  2. Alexander Horn 01/31/2018 at 3:02 pm

    Just a quick note following an exchange with subscriber:

    As the new hedge strategies are double-layered, e.g. sub-strategies of sub-strategies, when you try to get the new allocation from the strategy backtester you will see cryptic allocations to #Gold-USD aggressive and #Gold-USD low-vol, but not the underlying ETF.

    Instead just input a 100% to the strategy in the consolidated signals page, which then shows the allocation down to the underlying ETF.

    Example screenshots for GMRS:
    Strategy backtester: https://logical-invest.com/wp-content/uploads/2018/01/GMRS-Strategy.png
    Consolidated Signals: https://logical-invest.com/wp-content/uploads/2018/01/GMRS-Consolidated.png

Leave A Comment