Specific Dates + Blackout parity when Trading Multiple Accounts w/Same Strategy
maybe? someday?
Z
Zom
I noticed when updating some Specific Dates today on a strategy which I have defined in more than one account, I had to go into each configuration on the per-account basis to define and update the date structures separately.
Something that would be nice to have logistically, is a parent reference where we can update Specific Dates or Blackouts in one place, and have it roll-up into all traded accounts for parity.
While it may not be a trivial change, I think the QoL will be good for the long term.
To achieve something like this, the way I visualize this is with a potential block in the Edit Strategy window relative to Broker Account(s) + allocation variables (for each acct), and the rest of the template persists for all other mechanics as the parent template and declarative source for all accounts. This would carry the Specific Dates + Blackouts/adjustments between all accounts blanketed within the Deployed Strategy.
Within the "Strategies" table page, multiple accounts would be mapped to the single strategy (append account if more than 1). Having a single strategy pause/resume would make things a little more streamlined. Users still would have the flexibility to map Strategy definitions directly to accounts and manage in isolation like today if still desired.
Thanks!
r
rusty.moorman@optionomega.com
maybe? someday?