Portfolio autoinvestor settings

The portfolio autoinvestor settings allow you to associate an autoinvestor management strategy with your portfolio and optionally email daily recommendations to your registered email. Form settings include:

• autoinvestor strategy - select the autoinvestor strategy to be associated with this portfolio (click on the icon on the right to view the currently displayed strategy).
• alternates - if you specify one or more 'alternates', then the autoinvestor will provide you with alternate stocks to buy in case the primary recommendations do not suit your needs for whatever reason.
• commission - this is the commission which will be entered as a default value with each transaction recommended by the autoinvestor.
• daily email - if checked, you will be sent a daily email with any recommendation actions (buys or sells) for this portfolio.

Make sure to click on "save settings" once you are satisfied with your current settings. If you would like to manually run the autoinvestor at any time, rather than waiting for the nightly email, simply click 'run autoinvestor'.

When you visit the autoinvestor page or when you click on the "run autoinvestor" button, you will see the recommended updates to your portfolio divided into closes (stock sales or purchases to cover) and opens (stock purchases or short sales). You can edit the price and commission for each of the recommendations. Once you hit the "update portfolio" button, each recommendation which is checked will be entered as a new transaction in your portfolio.