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John W

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Posts: 87

Joined: 8/1/2011
Location: Sydney, NSW, Australia

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Subject : RE: ATM and "Resilient Portfolio" in Omnifunds
Posted : 4/30/2020 3:27 AM
Post #47078 - In reply to #46903

Resilient is new to many. This week is also particularly unusual, because ATM and Omnifunds operate differently if there is a market state change during the week.

Omnifunds closed DOG and all other symbols and reopened with a new symbol set and allocation percent early this week.
ATM handles this differently, only on Friday and Monday.

Here are some questions about how to handle the last day of each week using an EOD profile.

1. What is a good time to run the trade plans, is anytime after market open OK.

2. Should users select the "current positions" tab and manually run the ToDo list.

3. Should users let AutoTrade handle everything, if so what changes need to be made to distinguish the end of week settings from the Monday morning run? Here's some highlighted areas that may be relevant.





4. What about DOG. Its already shown as closed during the week because it dropped below its MA, how should this be handled. OT thinks its closed whereas the broker still holds the position.

5. Should all positions be closed manually by clicking on "C".



[Edited by John W on 4/30/2020 3:28 AM]

Attached file : 2020-04-30_17-33-37.jpg (60KB - 746 downloads)

Deleting message 47078 : RE: ATM and "Resilient Portfolio" in Omnifunds


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