Trade Restrictions Practical Playbook
The Practical Playbook: clear answers and proven best practices, all in one place.
8 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.
Best Practices for Trade RestrictionsUse restrictions effectively while avoiding unintended trading behavior.
Q&A: Trade Restrictions