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Portfolios

What are Portfolios on Finterion?​

For each bot you are eligible for, you need to create a new portfolio. By creating a portfolio, you select a broker the bot should trade on as well as the amount the bot should trade with. Therefore, you can grant the bot a budget it can trade with. This enables you to run multiple bots within one broker at the same time, without them interfering with each other.

On Finterion, you can own multiple portfolios by creating separate API keys per portfolio. This way you can limit the amount a certain bot can trade on your broker.

User Dashboard​

On your Finterion User Dashboard you can see the current date, and the net worth of your assets. The net worth of your assets is obtained via the API of your broker.

We are working on expanding the Finterion Dashboard. If there is a specific metric you would like to see on your dashboard, send us a feature request!

Finterion Accounts Dashboard​

All you need to know about your Finterion Accounts Dashboard:

  • Crypto Exchanges: The crypto exchanges dashboard shows the different API keys you have created on Finterion. It shows the name of the API keys you have created, the status of the API key, the market it connects to, the connected Algorithms, the date you created the API key and when it was last updated.
  • Add Account: In the Add account section you can add a new API key.

Finterion Products Dashboard​

There are a few items relevant to know about your Finterion Products Dashboard:

  • Products Dashboard: The Products dashboard shows your available and requested algorithms and eligibility.
  • Status: In the Status section you can see the status of the algorithm in your portfolio. For example, the status can be 'Available'
  • Plan: The plan shows how many days of eligibility you have left to use the bot.
  • Trading symbol: Trading symbol is the asset type the bot trades in.
  • Markets: Markets are the brokers and exchanges the bot can trade on.

Finterion Portfolio Dashboard​

  • Portfolio Size: When creating your portfolio, its size determines how much of the deposit which you have available at your broker you want to make available to the algorithm.
  • Available Amount: The amount of money you make available to the bot for trading. You can only use the amount that is available for trading, this means what is currently available in your broker account and not invested in assets.

Next, learn how to rent and connect a bot to your portfolio.