⚠️ Important Rule
Do NOT use Allocate/Liquidate if a Target is assigned
The available actions in an account can be taken directly here -
Allocate to a Model
Click Allocate
Select model
Enter investment amount
(Optional):
Simulate historical returns
Add leverage (requires margin account)
Track manager leverage
5. Click the Submit button to bring up the Confirm Allocation box
6. Confirm the allocation by typing ‘Invest’ and the new allocation will be added to the portfolio.
Liquidate an Account/Model
You can liquidate any percentage of your model Allocation using the Liquidate panel.
Click Liquidate
Select percentage (or custom)
Confirm liquidation
Once complete, the account will be divested of the strategy
⚠️ The Allocate and Liquidate features are not intended to be used on accounts that have Targets assigned. ⚠️
View Model Holdings
Click Holdings
Toggle:
Positions
Transactions
Model Performance
Click chart icon → view monthly performance
