Evaluating Your Bot Using Send Orders Setting

Send Orders Setting

This setting is incredibly useful for when you want to see what the bot would do, if you had it sending orders to your brokerage account. This article walks through adding an equity to your bot and then letting it run with Send Orders turned off so we can check the Activity Log to see what would have happened.

Set Buying Power

Find the brokerage account that you want to start with in your Perpettual dashboard and click into the configuration to adjust the Buying power setting. For this case we will reduce this from the default of 0.5 to our new value of 0.25 which represents 25% of our brokerage account can be managed by the bot. You can leave all of the other settings alone at their default values.

Add an Equity

I'm going to use HBI. Once you save your changes to Buying power you will be taken back to the dashboard view and again find the account that you're working with and click the Add Equity button to add HBI. Under symbol enter HBI and enter a Weight of 1. This will tell the AI to invest 100% of it's allocated buying power on HBI. You can leave all of the other settings as their default values.

After saving you should see HBI represented on the dashboard like below.

Let the bot run

Until now the AI should be in its default state with the Send orders switch turned off and the Pause all activity switch turned on. Now we're going to toggle the Pause all activity switch off and also leave Send orders off as well. Your screen should look similar to below with different Buying Power percentages.

Alright the bot is ready to rock and roll and tell us what it would do! The bot runs throughout the day so give it an hour or so and check back. When you come back, click the Activity button to see what the bot would have done if it were allowed to Send orders.