The Settings section (represented by the Gear icon) is where you can manage which Stocks will be excluded from all trading and rebalancing operations. This can be helpful if you have compliance constraints from your employer. Contract exclusions will lead to performance deviations from your Strategy.
Please note that contract exclusions are not intended to freeze or lock positions already held in an account and prevent them from being sold manually.
Screenshot of the Settings Section
Managing Restrictions
Adding a new Exclusion: Search to add a stock (ticker) that you’d like to exclude.
Scope of Exclusion: Please note, these exclusions apply to options in addition to equity itself.
Review Live Exclusions: All previously excluded stocks are also viewable from this screen (under 'excluded stocks' with the date added).
If you would like to manually request a ticker exclusion or request more information on contract exclusions please reach us at hello@runplutus.com.