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Set minimum investment in bulking with supporting trades

Overview

  • Securities can have a minimum trade amount or marketplace block size. These are defined per security in an additional security profile tab

  • If bulked order doesn't fulfil this minimum trade size, supporting orders of the same type as the bulk are created to a supporting portfolio.

  • Minimum trade amount is only checked for buy orders. Marketplace block size is checked for both buy and sell orders

  • Fetches account from supporting portfolio based on order currency

  • Process warns if the created supporting order will reduce supporting portfolio's position to negative

  • Supporting orders always add to the bulk, and are always between the supporting portfolio and the market (via bulk order).

How to get started

Define the minimum amounts in security’s profile.

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Supporting trade

If bulked order doesn't fulfil this minimum trade size, supporting orders of the same type as the bulk are created to a Supporting portfolio.

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