TradeStation Portfolio Maestro

Editing Money Management Strategies

To edit a money management strategy for a trading strategy, the following steps should be performed:

1. From the Shortcut Bar, click Portfolios and select the Manage Strategy Groups icon.
2. From the Strategies tab, select the desired strategy group from the Selections panel.
3. Select a trading strategy from the Contents panel to which you want to add or change money management.
4. Click the Strategy Settings button. The Strategy Settings dialog is displayed.
5. From the Money Management tab, select the desired money management strategy to be applied from the drop-down list.
6. Enter the desired value for each input displayed in the Value column.
7. Click OK when finished, Cancel to exit without making any changes.

The selected money management strategy name should appear on in the Money Management column of the highlighted trading strategy.

If desired, the same steps can be performed for other trading strategies in the same strategy group.