Deploy a Strategy
1 min
Where: Portfolio → Strategies
- First things first, find your Owned or Licensed strategy. You can use the Search/Sort feature to make it easier!
- Next up, choose your Brokerage. You can select Paper Trading or any connected broker, and feel free to pick more than one if you'd like.
- Now it’s time to click on Deploy / Activate Strategy. Here, you'll set your Portfolio Allocation ($) and (if it pops up) your Max Risk per Trade ($). Then just select Paper or Broker, check the agreement, and hit Activate Strategy!
- Voilà! You can now see your strategy in action in your Portfolio, complete with P&L, a handy 30-day mini-chart, and quick actions available.
Tip: If you’re new here, no worries! Start with Paper trading and switch to your broker when you feel ready.