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Trading rules

We ask all of our Portfolio Managers to trade within a set of rules based on the risk scores that we assign to their portfolios. We apply filters to the portfolios to ensure that non-qualifying trades are not replicated in clients' accounts.

  • Trade within the risk score of the portfolio

    Only portfolios with a risk score three or above are allowed to short securities, use leverage or trade options.

  • Liquidity minimums

    Portfolios may trade only in securities with a market cap >$50M and an average daily trading volume > $100,000.

  • Download the complete Portfolio Manager account and trading rules on our Forms and Agreements page.