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Evaluating Position Underlying Symbol

The 'Position underlying symbol is symbol' decision evaluates a position's underlying symbol.


When and why would I use this decision recipe?

If you want to target a specific ticker symbol when trading multiple symbols inside of a bot. 

Can this calculation be used on stocks and options?

It can be used for stock positions and options positions.

Why is it important to use the Repeater action in a monitor?

Repeater actions cycle through all open positions. You may want to ensure every position is referenced.

Can this decision recipe be used to open a position?

You could precede an open position action with this decision recipe in a scanner automation. Typically it is used in a monitor to evaluate an open position.

Can I put a number of criteria in this same automation?

Yes, you can group and nest decision actions using "and/or" functionality.

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Kirk Du Plessis
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