Settings & Integrations

Model portfolio configuration, exit strategy, trailing parameters and simulation costs.

Initial Model Equity (USD)

Starting capital for the model. Return % is measured against this. Changing it also resets current equity & cash if no config exists yet.

Allocation per Trade (%)

Portfolio allocation per trade (distinct from portfolio risk). Capped at 95% of available cash, no margin.

Default Exit Method

Primary model method. Shadow simulations of all methods arrive with Strategy Lab.

Trailing Activation (R)

R multiple at which trailing activates (overridden by the selected method's R). 1.5R is a testing assumption, not a proven optimum.

Trailing Distance (× ATR)

Stop trails at high − this × ATR(14). Never lowered.

Slippage (basis points)

Applied to simulated entry (higher) and exit (lower) fills.

Commission per Trade (USD)

Flat cost per simulated fill (entry and exit each charged).

Active versionrecovery-v1

TimeframeDaily (1D)

Price dataDividend-adjusted

ExecutionSimulated model

Interactive Brokers — Not Connected

Read-only import · Phase 6. Credentials never stored in plaintext.

Live unattended orders require separate authorization and an emergency disable switch. No real orders are placed by the model.