Automatically invest deposits according to investment plan
If you have defined investment plans for your portfolios, you can automatically generate trade orders to buy securities according to the investment plan when a deposit is added. Deposit transactions can be added manually, or they can be generated by Monthly savings.
Prerequisites
To use this functionality, you need to upload fa_transaction_autoInvest.xlsx to the decision tables following instructions in Step 2 of this tutorial Create, deploy and verify a decision table.
Adding deposits that generate trade orders according to the investment plan
The decision table is set to generate trade orders according to the investment plan when the following conditions are met:
The transaction is a deposit (DEP)
The transaction has the Auto invest-Yes tag
The transaction has the Accepted (OK) status