Using Loops

With loops, you can scan a custom watchlist of tickers or manage multiple positions in a single automation.

Loops allow us to run actions for multiple positions and symbols.

There are three types of Loops available in automations:

• Position Loops

• Symbol Loops

• Bot Symbol Loops

Loops are typically added to the beginning of an automation so that all subsequent actions are connected to the loop.

Position Loops

Position loops run all subsequent actions after the loop for the bot's open positions. We can loop through all open positions or select a specific position type.

Symbol Loops

Symbol loops run all subsequent actions after the loop for the selected ticker symbols. This enables us to evaluate multiple criteria for multiple symbols at once, and only symbols that meet the criteria will proceed down the automation's 'Yes' path.

Bot Symbol Loops

Similar to Symbol loops, Bot Symbol loops will loop through multiple symbols and run all subsequent actions. Bot Symbols use our custom Watchlists to sort and filter ticker symbols dynamically in real-time.

How to Add Loops in an Automation

Loop Inputs

When using any loop, the automation will automatically link to the symbol or position input variable inside a decision as an input.

For example, if using a Symbol loop for multiple tickers, the decision will auto-populate the Symbol loop into the the decision's symbol field.

Do not establish an input for the "symbol" or "position." Always use the the supplied input that appears when adding an action.