Decision Recipes

Evaluating Position Type

Evaluating position type allows you to make decisions based on an underlying position type. Here is how to use it.
Evaluating Position Type
Steve Henry
May 3, 2021

The decision recipe for evaluating a position’s type has three inputs:

  • Position
  • Is / isn’t
  • Position type

This decision recipe allows you to make decisions based on an underlying position type. This allows you to split the decision tree in the automation based on different position types active in the bot.

Screenshot displaying the decision recipe for evaluating position type

Because the evaluating position type decision recipe uses information from an existing position inside a bot, it is typically used in monitor automations and after a repeater action. 

Screenshot highlighting the repeater action in the automation editor

The first field prompts you to choose an existing open position inside the bot. Each existing position in the bot will be linked, and this field will pull in the necessary data from the position.

Screenshot highlighting the position link associated with the repeater action

In the second and third fields, you will define if the position is or is not a certain strategy. 

Screenshot of the decision recipe's dropdown menu criteria

When you have finished creating the recipe, select “Save.”

Screenshot highlighting the save button following the decision recipe inputs

NOTE: You can also create a custom input for the position, which allows you to input the field later to make the decision recipe dynamic across all automations.

The decision will be added to the list of criteria. You have the option to add more decisions to the recipe or return to the automation editor. When finished, select “Save” again to return to the automation editor.

Screenshot highlighting the save button to return to the automation editor

The automation editor will display your completed decision criteria for evaluating a position’s type.

Screenshot highlighting the decision recipe within the automation editor

You can always select the decision inside the automation editor and make changes to the criteria.

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