Portfolio Trigger

Trigger workflow from portfolio monitor state changes

Trigger workflow from portfolio monitor state changes

This is a polling-based trigger. TradingGoose checks the source for matching changes on a regular interval.

Setup Instructions

  • Open /workspace/[workspaceId]/monitor and create a portfolio monitor.
  • Select the broker account, portfolio condition, and workflow target.
  • Choose edge to run only when the condition changes from false to true, or while_true to run repeatedly while it remains true, subject to the cooldown.
  • The polling interval defaults to 60 seconds and accepts 15–3600 seconds. The cooldown defaults to 300 seconds and accepts 0–86400 seconds.

Output Schema

Event Payload
inputstringHuman-readable summary naming the portfolio whose condition matched.
eventstringAlways `portfolio_state_condition_matched`.
portfolioobjectMonitored portfolio identity and the detail snapshot that matched.
identityobjectTrading portfolio identity.
detailobjectPortfolio detail snapshot.
monitorobjectIdentifiers for the monitor, target workflow, provider, service, and account.
idstringPortfolio monitor ID.
workflowIdstringTarget workflow ID.
blockIdstringTarget trigger block ID.
providerIdstringTrading provider ID.
serviceIdstringConnected trading service ID.
accountIdstringMonitored broker account ID.
conditionjsonMatched portfolio fire condition.