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Flows — here’s what’s new and what’s coming
▲ 18 r/Questrade

Flows — here’s what’s new and what’s coming

Hey r/Questrade!

Rei here, the PM behind Flows. A few updates just dropped.

What’s new

  • Flows on your phone: Chat with a built-in assistant to create and edit Flows right from the Questrade app.
  • Overnight execution: Log off, cash in. Flows now covers all sessions, including overnight. Set up GTEM and overnight orders to execute outside regular market hours.
  • Variable comparison (Logic): compare one variable against another inside your Flow. Eg., IF ACME falls 10% from its 52-week high, THEN buy $100.
  • Position P&L and allocation triggers: start a Flow based on how a position is performing or how much of your portfolio it makes up. Eg.,IF NOVA goes below 25% of my portfolio, THEN buy $200.
  • Change over time triggers: fire a Flow when a price moves by a set $ or % over a time window. E.g., IF BRRR is down 5% from a week ago, THEN buy $300.

What we’re working on

  • Chart studies and pattern detection triggers
  • Bracket orders
  • Option triggers for Implied Volatility (IV), Greeks, and Days to Expiration (DTE)
  • New templates that you can build from

What’s still missing from Flows? Any of the upcoming ones you’ve been waiting on? Is there a Flow you want to build that you can’t yet? 

I’ll be in the comments reading everything and replying where I can! 

Build your flow ➡️ https://www.questrade.com/agentic-finance

u/Questrade-Product — 13 days ago
▲ 1 r/Questrade

Non-resident account transfer

I am a Canadian residing in Spain, therefor a non-resident. I am currently with National Bank Financial Wealth Management and have an RRSP and a Non-registered account. I would like to move to self-management at Questrade, am I able to open a Questrade account from Spain so I can transfer my investments in-kind to your platform?

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u/Holiday_Low_6640 — 12 days ago
▲ 0 r/Questrade

Any way to do schedule a transfer from my bank account and recurring buy at once?

I just opened a Questrade account and I was looking to setup a recurring buy weekly but I can't pick my bank account as the source of the money. Do I have to transfer money every time I want to buy and wait a week for the transfer to complete before buying?

It's a bit annoying because with Wealthsimple you can just pick your bank account and they front the money immediately when your bank account is linked so you can buy your recurring buy right away every week with 1 setting.

Any idea if Questrade plan to copy them?

Otherwise do I have to schedule a bank transfer a certain day (for example every Monday) and schedule the recurring buy a day later (like Tuesday)? What do you guys do?

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u/CFMTLfan01 — 13 days ago
▲ 3 r/Questrade

Why not provide all fuctions to all apps?

Happy to see recent improvements in platform overall;

Just one complaint that making me frustated is why all apps can not provide all functionality and i have to have 2 apps on phone and web platform to use all fuctions!!

- Want to roll over options contracts? I have to use questrade edge, cant do it from questrade app or web app

- Want to buy fractional share using qty or money? I have to use mobile app..cant do it from webapp

- Want to use flow? Need to use questrade app or web app, cant do it from questrade edge

- I am not using balance sheet but if i want to? Need questrade app cant do it in questrade edge app or web app

If you are in 1 platform at any given time, you cant do everything and you dont let us log in into 2 device at same time so i have to keep logging in!!

I get that questrade app is light app for easy UI and all that but why not giving all features in 1 app and make 2nd app simpleistic for whoever just want simple buy sell history features. Whats the point of making user switching between apps?

reddit.com
u/Known_Dare_3870 — 13 days ago