uTrade Algos offer a simplistic yet powerful order form which comes with intuitive easy to use options, such as:  Strategy Templates for Options Strategies using which the user can deploy over 20 strategies in just a click. Along with that the user can use powerful options to make the strategy creation process smarter by using:

• Strike Selection Option
• Expiry type Option
• Robust RMS checks at different strategy levels

We’ll be elaborating on this further in this section, enabling you to create and execute strategies in an efficient way.

Structure :

1. Portfolio framework
2. Strategy type field
3. Expiry Type
4. Offset
5. Strike selection
6. Strategy Legs
7. RMS
8. Deployment options

Portfolio Framework

A strategy can be created by creating a portfolio first. Thus, a strategy will always be created under a portfolio and cannot be deployed separately.

Three level description

• Leg Level : A single order instruction such as: Buy a call option, sell a put option and so on.
• Strategy level : group of legs – including strategy templates
• Portfolio level :  group of Strategies – including custom if any

Let’s get into the process and flow of creating a portfolio

‍