Automatic Position Group / Strategy Categorization

WealthBee offers Automatic Position Group / Strategy Categorization! This feature allows you to automatically assign trading strategies when you upload your positions, or you can choose to do it manually from the Positions page.

Automatic Categorization on Upload

When uploading your positions, you can enable the automatic generation of trading strategies for open positions. This feature is optional and allows you to assign either to the strategy field or the position group field.

Steps to Enable on Upload:

1. Upload your positions file.

2. In the upload interface, toggle the option to enable Calculate Strategy.

3. Choose whether you want to assign the strategies to the strategy field or the position group field or neither.

Manual Categorization from the Positions Page

You can also manually categorize positions directly from the Positions page by using the Auto Assign option.

How to Auto Assign Manually:

1. Go to the Positions Page.

2. Right-click any position, group, underlying asset, or book.

3. Hover over Advanced.

4. Click on Auto Assign to X.

From there, you can choose whether to assign to the strategy field or the position group field.

Flexible Configuration

Whether you choose to configure during upload or manually from the Positions page, the choice is yours. If you're using a spreadsheet upload, you’ll have the same options available to you.