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Various Questions

What does "An action can not be defined over multiple portfolios. Check accounts." mean?​

If you are receiving an error message that reads "An action can not be defined over multiple portfolios. Check accounts.", this means that you are attempting to create or update a trade with multiple legs (transactions) and these legs are requested to be booked into accounts under different portfolios.

This is a violation of a system constraint as:

  1. It does not make sense from the accounting duality perspective, and
  2. It is error prone for the end-users.

If you are trying to perform a transfer, we advise you to transfer-out funds from one portfolio and transfer-in funds to the other portfolio.