Jul 30 • Questions
Eclipse via Orion
Hi. I’d love to hear how your firms are using Eclipse inside Orion for day-to-day trading and portfolio management. Specifically:
- How do you exclude specific assets from the models?
- How do you handle dollar-cost averaging (DCA) for large deposits?
- Any workflows or tips you’ve found helpful for traring on this platform?
Custodians: RJ and Schwab
We’re refining our trading workflows and I’d appreciate any real-world insights on what’s working well for others.
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Eclipse via Orion
skool.com/ria-os
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