export for rebalance

Home Forums Logical Invest Forum export for rebalance

This topic contains 1 reply, has 2 voices, and was last updated by  Frank Grossmann 9 months ago.

Viewing 2 posts - 1 through 2 (of 2 total)
  • Author
    Posts
  • #53933

    brwg
    Participant

    Hi

    I noticed that there is a video in your help link about exporting files from Consolidation Allocation for rebalance purposes to IB.

    However, I don’t seem to be able to find a way to export the Consolidation allocation. Can you please shed light?

    thanks

    BW

    #53945

    Frank Grossmann
    Participant

    In the “Consolidated Allocations” window of QuantTrader you can click for example on the “Symbol” row header which will sort the allocation table by symbol and select the whole table. Now you press ctrl-c to copy the table and then you can paste the table in Excel or other documents.
    You can however not paste directly in the IB rebalancing tool. Here you have for example also to set the allocation of existing positions to 0% if you want to close them.

Viewing 2 posts - 1 through 2 (of 2 total)

You must be logged in to reply to this topic.