Plutus connects you with professional model portfolios from top research providers, automating the trades needed to keep your investments aligned with their strategies.
Here's what happens step by step:
Connect Broker → Plutus links securely to your Interactive Brokers (IBKR) account. As an SEC registered investment advisor, this gives us the ability to view holdings and place trades. Your money always stays in your account, and Plutus never takes custody.
Choose Strategy → Select and allocate across our diverse selection of portfolios. You can build a personalized strategy aligned with your financial goals and risk profile.
Launch Account → Plutus scans the model portfolio, compares it with your account, and generates the exact trades needed to match it.
Automated Rebalancing → Whenever a Provider adds or removes positions in one of your portfolios, Plutus automatically mirrors the changes so you stay aligned.
Update Strategy → Change your selected portfolios whenever you like, easily reallocating across our ever-expanding lineup of professional providers.