What is AutoSync?

What is AutoSync?

"AutoSync" is a technology that ensures your brokerage account stays synchronized with the trading strategies you are AutoTrading.

Every few minutes, AutoSync looks at your open positions and open orders and compares them with the trading strategies you are AutoTrading. If any discrepancy is found, AutoSync will send the required orders to ensure your account holds the correct positions/orders.

Here are a few reasons why your account may be desynchronized:

  • You placed a manual order in your account from the broker's software, website or over the phone.
  • You do not have enough equity to have all the positions/orders.
  • The exchange was temporarily unavailable.
  • You just started AutoTrading a strategy which has open orders/positions.
  • You changed your AutoTrading settings.

    • Related Articles

    • How do I re-enable AutoSync?

      Go to Invest / AutoTrade -> Control Panel: https://collective2.com/autotrade-control-panel You will see red text that says: "Auto-Sync has been turned off".   Click the "Turn On" button to re-enable AutoSync.

    • What happens if a manual order is placed in my brokerage account that is AutoTrading?

      Such orders are called "external" since C2 did not send them. If you place a manual order in your account from the broker's software, web site or over the phone, AutoSync will be disabled and an automated email will be sent to you to inform you of ...

    • What happens after I change my AutoTrading permissions?

      When you make AutoTrading permission changes to your settings, AutoSync will take a look at your brokerage account and make necessary adjustments. This may result in buying or closing AutoTrade positions to get your brokerage account in sync with ...

    • What happens If a signal fills on C2 but not in my brokerage account?

      If the order is already working in your brokerage account (e.g. a limit order), it will be converted to a market order a few seconds later to ensure you stay synchronized with the strategy. If the order does not exist in your brokerage account, ...

    • Order scaling when the strategy legs in and out of positions

      In general, accounts can get AutoSync adjustments with scaling factors that are less than 100%. If you want to avoid AutoSync adjustments, you will need to select a scaling factor that results in non-fractional quantities. You can also set a maximum ...