Portfolio Management System (PMS)

What PMS is for

PMS (manual copy trading) lets a portfolio manager trade and manage hundreds of trading accounts from a single dashboard. You place an order once and copy it into many accounts or groups, so you do not need support staff and you avoid data-entry mistakes.

This page explains the copy workflow. The one-time account setup and the monitoring screens are covered on their own pages, linked below.

If you are copying orders from an ALGO instead of placing them manually, use Master-Child copy trading instead. Not sure which one fits you? Read PMS vs Master-Child.

Before you start

PMS copy trading works once your accounts are set up. Do these one-time steps first:

1. Register — create your AutoTrader Web account. See User Registration.
2. Add your trading accounts — add each broker account you want to trade. See Trading Accounts.
3. Nickname your accounts (optional) — give each account an easy-to-remember name. See Nicknames.
4. Create group accounts (optional) — bundle accounts so you can trade many at once. See Group Accounts.

Copy an order across many accounts

The heart of PMS is the Trade tab: place one order and copy it into many accounts or groups in a single click. Navigate to the menu (Trading -> Portfolio) and click the Trade tab.

The system uses broker-independent trading symbols, so the same order works across brokers. A search button helps you find the right exchange and trading symbol.

Copy across multiple accounts

Place the exact same order in multiple trading accounts with a single click.

Copy order across multiple trading accounts

The order is copied to the accounts you selected. Select multiple accounts using Ctrl + click, Shift + click or Ctrl + a.

Copy across multiple accounts with different quantities

Place the same order in multiple accounts, but with a different quantity per account.

Note: Once a row is selected, you get an option to enter the quantity. The order is placed only in the accounts you selected.

Copy across multiple groups

Place the same order across multiple groups in one click. Remember, a group is a collection of trading accounts.

Copy orders across groups

The order is copied to every account in the selected groups. Select all or multiple groups using Ctrl + click, Shift + click or Ctrl + a.

Copy across multiple groups with different quantities

Same as above, but you can enter a different quantity for each group. Select a group’s row to enter its quantity. The order is placed only in the groups you selected.

See how fast your orders were placed

After you copy an order across accounts, the result window shows a Timing section. Expand it to see how long each broker took to respond, shown as a simple bar chart with the slowest order highlighted. This makes it easy to tell whether a delay was at one broker’s end. For details, see the Trade screen guide.

Copy speed and delay

PMS copy trading has almost no delay. Because you place the order yourself in our system, there is no wait for your broker to notify us about a new order — so copying starts immediately and the order goes out to all the accounts you selected together.

This is the main speed difference from Master-Child copy, which has to wait for your broker’s new-order notification and so can take a little longer — up to about 2 to 3 seconds for a few brokers (for most brokers it is still almost instant). In PMS, the only time taken is how fast each broker accepts the order, which you can see in the Timing section of the result window.

Quantity multiplier (group-level in PMS)

In PMS, the quantity multiplier is applied at the group level. You set a multiplier on each group account. When you copy an order across groups, the system sizes each group’s quantity automatically using that group’s multiplier — so you enter the quantity only once, instead of once per group.

Copy order across groups with a quantity multiplier

While placing the order, tick the Use Group and Multiplier options. The system calculates each group’s quantity, but you can still change it before placing.

Note: For the exact calculation and lot-size rounding, see Quantity Multiplier.

Order splitting and the freeze limit

Freeze limit. The Indian stock exchanges cap the maximum quantity allowed in a single order. This cap is called the freeze limit and it is different for each contract. An order larger than the freeze limit is rejected by your broker.

Order splitting. To place a quantity beyond the freeze limit, turn on order splitting. The system automatically breaks a large order into smaller orders that each stay within the limit. In PMS you set the splitting method from the menu (Settings -> General):

Mode	What it does
NO	The order is not split.
AUTO	Splits the order based on the freeze limit.
QTY	You set the slice (split) quantity yourself.

Monitor your accounts

PMS gives you one live dashboard for every account. Go to the menu (Trading -> Portfolio) and use the tabs to watch your accounts. A dropdown at the top filters by All Accounts, a group, or a single account.

• Summary — a combined view across all accounts.
• Positions — open positions, with single or bulk square-off.
• Orders — the order book, with bulk cancel and modify.
• Margins — available margins per account.
• Holdings — demat holdings, with buy or sell.

Investigate an issue

If an action did not work as expected — for example, a square-off that did not go through — open the Activity screen (Tools -> Activity), pick the date, and search the logs.

Conclusion

PMS lets you single-handedly do work that would otherwise need many people, while you keep full control and avoid data-entry mistakes. We keep adding features, deeper analytics and more broker support — please share your feedback to help improve it.