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Hold Until

Hold Until lets you pause normal strategy logic and maintain a single ticker (for example SPY) until a date you choose. Rebalancing starts at your next trade window, not immediately.

When to use it

Section titled “When to use it”
  • You want to stay invested in one asset while strategies are paused
  • You need a timed override without liquidating to cash
  • You want portfolio-wide or per-strategy control

Hold Until is different from:

Action What happens
Skip Trading Keeps current holdings unchanged; no rebalancing
Go to Cash Sells to cash for the rest of today only
Hold Until Rebalances to one ticker at the next window and keeps it until the resume date

Portfolio hold

Section titled “Portfolio hold”

On Dashboard, open the portfolio actions menu and choose Hold Until.

  1. Enter the ticker you want to hold (for example SPY)
  2. Pick the resume date (exclusive - normal trading resumes on that date)
  3. Confirm

All invested strategies in the portfolio will target that ticker at the next scheduled trade window for each strategy.

Strategy hold

Section titled “Strategy hold”

In the Strategies tab, open a strategy’s actions menu and choose Hold Until. Only that strategy is affected.

Portfolio-level hold takes precedence. You cannot set a strategy hold while the portfolio is already in hold mode.

Cancelling early

Section titled “Cancelling early”

Use Cancel Hold from the same menu to end hold mode before the resume date. Normal strategy trading resumes at the next trade window after cancellation.

Conflicts

Section titled “Conflicts”

Hold Until cannot be combined with:

  • Skip Trading on the same scope (portfolio or strategy)
  • Pending deposits, withdrawals, liquidations, or go-to-cash actions

Set or clear those states first if an action is blocked.

Section titled “Related”