How to use:

  • Connect your brokerage account
  • Set the units you want to automate for each portfolio and click 'Save'
  • Turn 'On' the portfolios you want to automate and click 'Save'.
  • Every 10 minutes your Tradier account will sync with the Terry's Tips portfolio to make sure your positions are aligned.

Note: You will interfere with the bot if you manually trade the ticker your automated portfolio is trading. i.e. If you are automating the Boomer's Revenge portfolio, you cannot manually trade $IWM in your account.

Broker:

Buying power is estimated by adding 2.5% to the existing portfolio value.

Making adjustments:

  1. You can update the number of units you want to automate by typing a new number into the Units box and clicking 'Save'.
    • Please note that updating units will NOT update your current positions. It is up to you to update your current positions if desired to match your new unit sizing.
  2. You can turn 'Off' a portfolio at any time.
    • Please ensure you click 'Save' after turning a portfolio off.
    • Please note that turning a portfolio 'Off' will not close any open positions. It is up to you to close your current positions if desired.