# Smart Portfolio - scaling question/feature request?

**URL:** <https://forums.collective2.com/t/smart-portfolio-scaling-question-feature-request/14729>\
**Category:** C2\
**Created:** [February 16, 2021, 9:18pm UTC](https://forums.collective2.com/t/smart-portfolio-scaling-question-feature-request/14729 "2021-02-16T21:18:09Z")\
**Posts on this page:** 3\
**Page:** 1

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**Author:** ![MandarMirashi](https://yyz2.discourse-cdn.com/flex028/user_avatar/forums.collective2.com/mandarmirashi/32/238_2.png) [@MandarMirashi](https://forums.collective2.com/u/MandarMirashi)\
**Post date:** [February 16, 2021, 9:18pm UTC](https://forums.collective2.com/t/smart-portfolio-scaling-question-feature-request/14729/1 "2021-02-16T21:18:09Z")

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Hey guys - I’m new to smart portfolios and I’m trying to figure out if I should try them or just stick to the regular auto trade strategy selection. The one advantage I see with smart portfolios is the daily rate/switch option, but it doesn’t look like it may smart scale yet?

If you watch the video that Matthew Klein posted:

1. There is no way to scale strategies individually _within_ a smart portfolio, they all have equal weights. Yes there is a way to scale each trade but that doesn’t translate to custom scaling.

2. What I’m looking for is a way to scale the strategies the smart portfolio picks automatically to my broker account balance. Let’s say my balance is 250K, and the smart portfolio picks up 3 strategies A, B, C with model account sizes 100K, 50K and 25K.

What I need smart portfolios to do is _smart scale_ that with equal weights to “fill” my entire brokerage account balance. Thus it should scale trades within A to 1x, B to 2x and C to 2x _automatically_

We need a way to specify the brokerage account balance percentage that we want a smart portfolio to “smart” control automatically (obviously most people would want to max this out).

Feedback welcome thanks

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**Author:** ![MatthewKlein](https://yyz2.discourse-cdn.com/flex028/user_avatar/forums.collective2.com/matthewklein/32/21382_2.png) [@MatthewKlein](https://forums.collective2.com/u/MatthewKlein)\
**Post date:** [February 17, 2021, 2:15pm UTC](https://forums.collective2.com/t/smart-portfolio-scaling-question-feature-request/14729/2 "2021-02-17T14:15:15Z")

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Hi, Mandar -

Your suggestion is a good one. SmartPortfolios are pretty early in development, so we’re just trying to make sure we get the basics done right. But, yes, I can see why some kind of automated scaling-equalization would be interesting in the future.

One of the reasons I didn’t pursue this in these early days of SmartPortfolios is that there are inherent challenges in implementing it. Keep in mind that scaling must be done in whole-number increments to prevent tracking errors from creeping in to your AutoTrading (to understand why, just recall that you can’t trade 0.5 of a futures contract).

This means that scaling could become large very quickly for those “small” strategies with relatively smaller Model Accounts. So we’d need to figure out a way to make sure people fully understand the implications of turning on a feature like this. (Thus the main challenge is user education and risk mitigation.)

Anyway, thanks for the suggestion. It’s something I’ve been thinking about as well.

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**Author:** ![MandarMirashi](https://yyz2.discourse-cdn.com/flex028/user_avatar/forums.collective2.com/mandarmirashi/32/238_2.png) [@MandarMirashi](https://forums.collective2.com/u/MandarMirashi)\
**Post date:** [February 19, 2021, 3:44pm UTC](https://forums.collective2.com/t/smart-portfolio-scaling-question-feature-request/14729/3 "2021-02-19T15:44:29Z")

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Thank you - I look forward to improvements. Can you also please publish a timeline of upcoming smart portfolio features? A milestone roadmap would be greatly appreciated and will increase usage. Thanks!