A Multi strategy combines Basic strategies into one model. You can assign independent weights, arrange parent/child stacks, or combine several weighted stacks. This organizes allocation rules; it does not guarantee profits or protection from a market decline.
Create a Multi strategy
- Prepare the Basic strategies you intend to combine. Review their rules and tested behavior first.
- Open Strategy Management → New → Strategy. Choose the destination folder, select Multi and enter a name.
- Open the resulting Strategy Builder workspace. Use Add Strategy… in the Strategies panel to select its components.
Feature availability can depend on your edition. A Multi strategy has a component-strategy list in place of the ordinary collection of buy filters and ranking rules.
Set weights and review components
The Weight values are relative. Portfolio Boss shows the effective percentage beside each entered value. For example, weights of 4 and 6 correspond to 40% and 60% of the combined model. Confirm those displayed percentages rather than assuming the raw numbers must total 100.
Click a component strategy’s name to inspect its configuration. Editing a referenced component changes that actual strategy, not a private copy embedded only in this Multi strategy. Read any read-only or confirmation message, and use a working copy when you want an independent variation.
Use the row’s remove action to remove a component from the Multi strategy. The panel also offers a remove-all action; verify the intended selection before confirming a removal.
Create a parent/child stack
The Cash Equivalent controls let a parent strategy replace its cash-equivalent positions with a selected child strategy. Enable the replacement option, select the intended child and review the minimum-percentage threshold.
- Add the intended parent and child strategies to the Multi strategy.
- Confirm that the parent’s replacement configuration uses a cash-equivalent instrument so the relevant child-replacement control is available.
- Enable the parent’s replacement option and select its child. Repeat for another level if the planned stack requires it.
- For a single stack, give its top-level strategy the effective allocation you intend. Child strategies normally have zero independent weight unless you also intend to give them a separate top-level allocation.
Use the displayed relationships as the authority; alphabetical order alone does not establish a parent/child relationship.
Understand the allocation handoff
The child uses the portion released into the parent’s cash-equivalent positions, subject to the replacement threshold. It does not automatically receive the entire account whenever the parent sells one position.
| Illustrative model | Result |
|---|---|
| Parent has 10 equally sized positions; 2 become cash-equivalent positions | Up to that 20% portion is available to the configured child, subject to the threshold and other model rules. |
| The child holds 5 equally sized positions within that 20% portion | Each child position represents about 4% of the combined model before later price changes and execution effects. |
| Parent resumes its own positions | The amount available to its child changes with the parent’s cash-equivalent allocation. |
The component strategies continue to have their own signals. Read the grouped Positions and Trade Signals reports to understand where an exposure came from. A continuously switching parent may promptly replace sold instruments with new ones, leaving little or no cash-equivalent allocation for a child.
Set the minimum percentage
The minimum-percentage control prevents the child from activating for a smaller cash-equivalent share than you intend. At 0%, any qualifying cash-equivalent allocation can trigger replacement. At 100%, the parent must be entirely in the relevant cash-equivalent positions.
For example, a 50% threshold with 10 equal parent positions requires 5 cash-equivalent positions. A 51% threshold requires 6 because a fraction of one position cannot satisfy it. If the qualifying share falls below the threshold again, the child replacement is no longer active for that condition. These examples explain the model, not recommended settings.
Combine multiple weighted stacks
Each top-level strategy can have its own child chain. A 40% / 60% allocation splits the combined model between two stacks; the allocation within each stack then follows its parent/child rules.
A component with a positive independent weight can also receive a top-level allocation even if it is used as a child elsewhere. Review the grouped reports carefully when the same strategy is used in more than one place. Price changes can move realized weights away from the configured ratios; the model can show Unassigned cash while subsequent trades restore the intended allocation.
Backtest, then manage the account
Review the Backtest panel and run the combined test. A Multi strategy’s report layout differs from a Basic strategy; for example, it does not have the same History tab or Top Ranking Instruments section. After a completed test, the Export action provides the available detailed reports.
For deployment, use Add Strategies and Inspect Positions and Manage Strategy Funding and Rebalancing. Configure notifications in Automation. Orders for overlapping instruments depend on the applicable order-merging and execution settings; inspect the dashboard and broker reconciliation rather than inferring fills from model weights.
