Autotrader
Managing algo templates
Creating an algo template
To create an algo template:
-
Click Choose an algo, and select the desired algo from the list of deployed algos.
-
Select Manage templates from the + Add row drop-down menu.

-
In the Add template dialog, specify values for the desired algo instance parameters; then select + Add template from the Templates drop-down.

-
In the Add template dialog, enter a name for the template; then click Save.

The template is added to the drop-down.

Using an algo template
To use a template for an algo:
-
Select an algo in the Autotrader widget.
-
From the + Add row drop-down menu, select the template to use.

An instance is added populated with the values defined in the template.

-
Make any desired changes to the algo parameters.
-
Click
to start the algo instance with the selected template.
Modifying an algo template
To modify an algo template:
-
Select Manage templates from the + Add row drop-down menu.
An instance is added populated with the values defined in the template.

-
In the template flyout:

-
From the Templates drop-down, select the template you want to modify.
-
Update the desired values for the selected template.
-
Click the
icon to save the changes.
Setting a default algo template
To set a default template for an algo in Algo Dashboard:
-
Open an algo in Autotrader.
-
Select Manage templates from the + Add row drop-down menu.
-
Click the Templates drop-down menu.
-
Click the
icon for the template you want to make the default.

Note: You can also click the
icon to change the template name.
Deleting an algo template
To delete an algo template:
-
Open an algo in Autotrader.
-
Select Manage templates from the + Add row drop-down menu.
-
Click the Templates drop-down menu.
-
Click the
icon for the template you want to delete.