export for rebalance

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export for rebalance2018-07-22T10:36:51+00:00
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  • brwg
    Participant
    Post count: 19

    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

  • Frank Grossmann
    Moderator
    Post count: 167

    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.

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