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Create Orders from a What If Portfolio

The What-If portfolio allows you to create and fine-tune hypothetical "positions" in a risk-free environment. You can then create a similar position in your actual portfolio using the Trade feature in the what-if.

When you initiate an order from a what-if position, Risk Navigator will create an order in TWS such that its execution will result in a position that mimics the what-if position. This means that if you create an order on an underlying in which you already hold a position, the quantity for the order will be calculated to accommodate the current position. For example, if you currently hold a long position of 100 in IBKR and you create a trade from the IBKR what-if position of 700, the order quantity in TWSwill be for 600 shares.

To create an order from a what-if position

  1. Ensure that the position on which you want to base the order is checked using the Include/Exclude box.
  2. Ensure that the Trade column is displayed. Use the Metrics menu to display the column.
  3. Check the Trade box for the position you want to create.

  4. Click the Trade button in the top right corner to create the order(s).

    The order is created in TWS. You will need to review and transmit the order to complete the trade.

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