Team Portfolios Guide
Create and manage team trading accounts used during set-up execution.
~5 min – the team accounts layer: exchange, paper vs live, risk method, and default risk % that every execute dialog depends on
Team Portfolios (`/team/portfolios`) define trading accounts the desk uses when executing Set-ups. Distinct from personal portfolios in Settings.
Where to Find It
- Sidebar → The Trading Floor → Portfolios
Portfolio Cards
- Name, balance, starting balance, exchange, type (live/paper/demo/backtest)
- Risk method (compounding vs static), default risk %
- P&L indicators where available
- Edit / Delete (confirm dialog)
Create / Edit Dialog
- Full portfolio configuration form
- Create Portfolio gated by `update_team_settings` (owner, admin, lead)
Quick Workflow
- Admin creates team portfolio(s) before first execute
- Set exchange + paper vs live + risk method
- Traders pick portfolio in Set-ups execute step 1
- Exchange mapping feeds Team Pulse / ExecutionBlotter live price routing
Quick Reality Checks
- Empty execute portfolio picker? → Create portfolio here first
- Delete blocked? → May require owner role — verify API
- Paper vs live mixed? → Use separate portfolios per environment
Next: Team Performance Guide — desk scorecard by period.
Ready to put this into practice?
Run compliance scoring, tag ranking, and Kill List rules on every trade — not once a month when the account feels off.