Most subscribers will be happy with receiving emails on portfolio changes and manually putting in the trades in their brokerage account. It works for strategies that track one, maybe two ETFs.

A simple portfolio update.

However, if you want to follow multiple strategies or strategies that trade more than 10 stocks, this can quickly get out of hand.

One way to manage this complexity, is to have FreeFloat drive it.

  1. Once you have executed the trades with your broker, update the trade details on the account/transactions page. This keeps your FreeFloat portfolio in-sync with your brokerage portfolio and differentiate between different strategies.
  2. Specify the funds for which FreeFloat should size each strategy in account/manage. This will make sure that the positions being traded add up to the target.

If this is done, then the account/portfolio page will look like this:

The FreeFloat portfolio page

And the account/transactions page can also be used to keep track of historical transactions:

The FreeFloat pending transactions page
The FreeFloat historical (executed) transactions page

Use the account/manage to add/remove funds to different strategies or stop following them:

By using the FreeFloat Portfolio Manager system, you can track multiple strategies and manage your positions with ease.

Related: A Newsletter with an API