OmniVest Forum : General Discussion Topics : Deleting Thread Allocations when using RTMs

Mark Holstius

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Posts: 744

Joined: 10/11/2012
Location: Sleepy Hollow, IL

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Subject : RE: Allocations when using RTMs
Posted : 4/15/2019 7:43 PM
Post #37145 - In reply to #37143

I’ve had subscribers ask about what they need to do to set up the Follow The Money HD portfolio to mirror the settings I’ve been using since 1/29/19 to obtain the results I've posted.

You just need to adjust the account settings and the trade multiplier(s).

Select the account containing FTM HD and then go to the Portfolio Library tab.

In the Portfolio Library, adjust the Trade Multiplier and then scroll down and hit “Save”. This is what adjusts the allocation / trade.

Then confirm the rest of the Account Settings...

Margin;

These are the settings for an IRA;

Let me know if you have questions,
Mark

[Edited by Mark Holstius on 4/15/2019 7:48 PM]

Attached file : 02 Margin Settings.png (432KB - 556 downloads)

Attached file : 03 IRA Settings.png (160KB - 550 downloads)