Video · 1:32
Your portfolio rules in Trading Desk, checked by code
How Trading Desk 1.1.1 checks a fictional demo portfolio against limits you set: the Rules column on Today, a ticker page's rules for one name, rule results updating while you edit a quantity, and Check a trade with its PASS, REVIEW or BLOCK.
Step by step, with screenshots: Your portfolio rules, checked by code.
Also on YouTube: Your portfolio rules in Trading Desk, checked by code (the link opens YouTube, which has its own privacy terms).
Transcript
- 00:03 Your portfolio rules, on Trading Desk's fictional demo portfolio.
- 00:07 Code checks each holding against your limits; Rules shows only results that aren't a pass.
- 00:12 R7 warn means the holding has no thesis card and no exit level.
- 00:17 R5 review flags a holding down from cost or its high past your review level.
- 00:22 Results for the whole portfolio, such as crypto's share, are listed under the table.
- 00:29 A ticker's page lists every rule for that name, passes included.
- 00:33 R1 passes: ETH is 9.55% of the portfolio, under the 30% single-name limit.
- 00:39 On Portfolio, Holdings, the rule results update as you type, before anything is saved.
- 00:45 Typing 30 for the demo's AAPL makes it 30.3% of the portfolio.
- 00:50 Rule results now shows R1 warn: AAPL at 30.32%, over the 30% limit.
- 00:57 Undo changes puts AAPL back to 12 shares; nothing was saved.
- 01:02 On a ticker's page, Check a trade takes a size and an exit level.
- 01:10 It answers PASS, REVIEW or BLOCK, with the room left under each limit.
- 01:15 It is arithmetic on your own limits, not a sizing suggestion, and goes in your journal.
- 01:21 In this version the limits have no form: they live with your portfolio and in rules.toml.
- 01:28 Trading Desk.