Trade Restrictions
The Practical Playbook: clear answers and proven best practices, all in one place.
9 articles
- Trade Restrictions OverviewCustomize account-level trading behavior without modifying targets or models.
- How to Create an ExclusionPrevent a security from being bought or held in an account.
- How to Create a SubstitutionReplace one security with another during trade generation.
- How to Use Equivalent SecuritiesTreat similar securities as interchangeable to reduce unnecessary trading.
- Understanding Trade RestrictionsLearn how exclusions, substitutions, and equivalent securities impact trading behavior.
- Trade Restrictions Rules & LimitationsUnderstand how restrictions interact and behave in complex scenarios.
- Managing Trade Restrictions (Edit, Delete, Expire)Update, remove, or manage existing restrictions and expiration behavior.
- Best Practices for Trade RestrictionsUse restrictions effectively while avoiding unintended trading behavior.
- Q&A: Trade Restrictions