Strategy to act on positions not opened by the strategy?

[MiCe1999]

If I opened a long position manually, can a strategy access it? And can it manage that position (close it,etc)? I would like my strategy to only manage my exits as I open positions manually. Right now my strategy cannot see open positions.

SOLVED, I had to:

• Use PositionAccount Instead of Position:
  PositionAccount reflects the actual account position, including manual trades. If your strategy needs to interact with manual trades, check PositionAccount.MarketPosition to reflect the current state.
• Disable Strategy Position Tracking:
  When setting up a strategy, uncheck the "Start behavior" for Sync Account Position if you're trying to manage positions manually outside the strategy.
• Use Events Like OnPositionUpdate():
  Use the OnPositionUpdate() method to track any manual changes to positions. This will let you handle any updates that occur manually outside your strategy.

[NinjaTrader_ChelseaB]

Hello MiCe1999,

Looks like you were able to get it worked out.

Below is a link to the help guide for future reference.

https://ninjatrader.com/support/helpGuides/nt8/positionaccount.htm

Note, manual orders would not update the OnPositionUpdate override.
It would be necessary instead to add an event handler method to the Account.PositionUpdate event.

https://ninjatrader.com/support/helpGuides/nt8/positionupdate.htm

[MiCe1999]

Hello MiCe1999,

Looks like you were able to get it worked out.

Below is a link to the help guide for future reference.

https://ninjatrader.com/support/helpGuides/nt8/positionaccount.htm

Note, manual orders would not update the OnPositionUpdate override.
It would be necessary instead to add an event handler method to the Account.PositionUpdate event.
https://ninjatrader.com/support/help...tionupdate.htm

Thank you for the information, I am new to this so every bit helps. I think I am confused about few things:

My goal: I want the strategy to act (trim, close all or add) on all open positions, no matter if opened manually or through strategy

1. Do I have to use unmanaged approach in my strategy given that entries are a mix of manual and strategy positions?
2. I am subscribing to the following events, am I missing anything?

• Account.OrderUpdate - Critical for order tracking
• Account.ExecutionUpdate - Critical for fills
• Account.AccountStatusUpdate - For account state awareness

[NinjaTrader_ChelseaB]

Hello MiCe1999,

As you are managing manual orders, I would recommend using the addon approach in an indicator or addon script.

The Account event handlers are using the addon approach. I would also recommend submitting the automated orders with Account.CreateOrder() and Account.Submit().

[MiCe1999]

Hi.

Thank you for the guidance. I switched from strategy to indicator. I do have an issue, when I create and edit stop loss order on the chart it results in an additional order being created. For example:
Below, I create stop loss order (ID17001)
I modify qty of the order on the chart (new order ID17002)
I modify qty of the order again (new order ID17003)


Order Update [11/25/2024 6:00:00 PM] - Order 17001:
State: Initialized
Order: Sell Stop @ 20971
Quantity: 1
Order Update [11/25/2024 6:00:00 PM] - Order 17001:
State: Submitted
Order: Sell Stop @ 20971
Quantity: 1
Order Update [11/25/2024 6:00:00 PM] - Order 17001:
State: Accepted
Order: Sell Stop @ 20971
Quantity: 1
Order Update [11/25/2024 6:00:00 PM] - Order 17002:
State: Initialized
Order: Sell Stop @ 20971
Quantity: 1
Order Update [11/25/2024 6:00:00 PM] - Order 17002:
State: Submitted
Order: Sell Stop @ 20971
Quantity: 1
Order Update [11/25/2024 6:00:00 PM] - Order 17002:
State: Accepted
Order: Sell Stop @ 20971
Quantity: 1
Order Update [11/25/2024 6:00:00 PM] - Order 17003:
State: Initialized
Order: Sell Stop @ 20971
Quantity: 3
Order Update [11/25/2024 6:00:00 PM] - Order 17003:
State: Submitted
Order: Sell Stop @ 20971
Quantity: 3
Order Update [11/25/2024 6:00:00 PM] - Order 17003:
State: Accepted
Order: Sell Stop @ 20971
Quantity: 3

However, that's not always the case: when I submit a new order qty of 5, then I reduce qty to 1, the same order gets modified:
Order Update [11/25/2024 6:00:00 PM] - Order 17004:
State: Initialized
Order: Sell Stop @ 20976.75
Quantity: 5
Order Update [11/25/2024 6:00:00 PM] - Order 17004:
State: Submitted
Order: Sell Stop @ 20976.75
Quantity: 5
Order Update [11/25/2024 6:00:00 PM] - Order 17004:
State: Accepted
Order: Sell Stop @ 20976.75
Quantity: 5
Order Update [11/25/2024 6:00:00 PM] - Order 17004:
State: ChangePending
Order: Sell Stop @ 20976.75
Quantity: 5
Order modification in progress
Order Update [11/25/2024 6:00:00 PM] - Order 17004:
State: ChangeSubmitted
Order: Sell Stop @ 20976.75
Quantity: 1
Order modification in progress
Order Update [11/25/2024 6:00:00 PM] - Order 17004:
State: Accepted
Order: Sell Stop @ 20976.75
Quantity: 1

My issue is which order should the indicator modify if I needed to modify the order qty programmatically? Currently when indicator modifies one of the orders (that is a single order on the chart) - two or more orders appear on the chart. If I cannot just deal with one order ID, how can the indicator track which new orders are the result or user editing existing order as opposed to user submitted a new order? Is that possible or do I need to assume that if order price is the same it belongs to the same order? Does NinjaTrader provides any way to link these related orders or identify replacements of the original order?

For reference, I'm using following code to modify the order (not applicable to examples above, which are manual order changes via chart to demonstrate order ID changes):

public void ModifyOrder(Order order, int? newQuantity = null, double? newLimitPrice = null, double? newStopPrice = null)
{
    if (!isEnabled || isConnectionLost || tradingAccount == null)
    {
        Print($"Cannot modify order - Status: Enabled={isEnabled}, Connected={!isConnectionLost}, Account={tradingAccount != null}");
        return;
    }

    try
    {
        if (workingOrders.Contains(order) && order.OrderState == OrderState.Working)
        {
            // First, remove the old order from our tracking
            workingOrders.Remove(order);
            ClearOrderReference(order);

            // Create the modified order
            Order modifiedOrder = tradingAccount.CreateOrder(
                order.Instrument,
                order.OrderAction,
                order.OrderType,
                order.OrderEntry,
                order.TimeInForce,
                newQuantity ?? order.Quantity,
                newLimitPrice ?? order.LimitPrice,
                newStopPrice ?? order.StopPrice,
                order.Oco,
                order.Name,  // Keep the same name to help with tracking
                order.TimeInForce == TimeInForce.Gtd ? order.Gtd : Core.Globals.MaxDate,
                null
            );

            // Submit the change
            tradingAccount.Change(new[] { modifiedOrder });

            // Add the modified order to our tracking
            workingOrders.Add(modifiedOrder);
            UpdateOrderReference(modifiedOrder);

            Print($"Modified order {order.Name}:");
            if (newQuantity.HasValue)
                Print($"  Quantity: {order.Quantity} -> {newQuantity.Value}");
            if (newLimitPrice.HasValue)
                Print($"  Limit Price: {order.LimitPrice} -> {newLimitPrice.Value}");
            if (newStopPrice.HasValue)
                Print($"  Stop Price: {order.StopPrice} -> {newStopPrice.Value}");
        }
        else
        {
            Print($"Cannot modify order - not found in working orders or not in Working state");
        }
    }
    catch (Exception ex)
    {
        Print($"Error modifying order: {ex.Message}");
    }
}​

[NinjaTrader_ChelseaB]

Hello MiCe1999,

On a chart with chart trader, attempting to modify the order quantity will result in either a new order being submitted when increasing the quantity, or orders being cancelled and replaced.
However, if you change the order quantity from the Orders tab of the Control Center, this would change the order without making new orders.

In a script, calling Account.Change() with an new order object that has the order.QuantityChanged property set would update the existing order instead of sending a new order.

There is an indicator, ProfitCaseStopTrailIndicatorExample, that shows calling Account.Change(), but it's changing the stop and limit prices not the quantity. The setup would be the same, but you would be setting the order.QuantityChanged instead of the StopPriceChanged or LimitPriceChanged properties.

https://support.ninjatrader.com/s/article/Profit-Chase-Stop-Trail