Portfolio Management

Quantplay Connect provides connection feature for Portfolio Manager, aiming to streamline operations and reduce the need for extensive monitoring.

Setting Up Connection

To establish a connection with Quantplay Connect, follow the steps below:

1. Master Account: This is the primary account where you’ll be placing your orders. Think of it as the ‘source’ of your trading activity.

2. Child Account: This is where Quantplay Connect will replicate or ‘copy’ trades from the Master Account. It ensures consistent trading activity across different accounts.

3. Multiplier: Use this feature to balance and leverage the capital between the Master and Child accounts. For instance, if the Master Account holds 20 Lacs and the Child Account has 40 Lacs, applying a multiplier of 2 will allow you to fully utilize the capital in the Child Account based on the trades in the Master Account.

4. Exchange Checkboxes: These are designed to filter trades from specific exchanges. If you want to isolate and manage trades from a particular exchange, simply use these checkboxes to customize your trading activity.

With these features, Quantplay Connect offers a seamless experience tailored for efficient and customized trading management.