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Activate a Strategy

Use a strategy to manage money in your portfolio

How do I activate a strategy?

If you don't have a strategy to activate, checkout this strategy creation guide.
"Confirm Activation" button on portfolio page
  1. 1.
    Go to your Portfolio homepage and find the "Activate Strategy" button below your portfolio summary.
  2. 2.
    In the first box, select the strategy you want to activate.
  3. 3.
    In the second box, select the version you want to activate (typically the most recent version).
    • Don't worry, you can change this later.
  4. 4.
    Specify how much of your portfolio you want to allocate to your strategy.
    • When you click confirm, your strategy will begin trading immediately.
  5. 5.
    When you're sure, click "Confirm Activation."

Common Issues

It says I don't have any capital to invest (Max: $0)?

Your portfolio's capital can be allocated however you choose but you cannot allocate more than you currently have free. If you don't have capital to invest in a new strategy you have a few options:
  • You can deposit more money (live) or reset your account (practice).
  • You can rebalance your portfolio to free up capital currently used by other strategies. Learn how to rebalance here.

How can I fix issues with my strategy?

The most common issues that prevent activating a strategy are features that aren't supported by your portfolio-type yet — you can contact our team for help here.
We are adding each new feature to live trading as quickly as we can — we'll let you know when new features are ready for live trading.

Other issues?

We're here to help — contact our support team here.

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