The Discover section (indicated by the Compass icon) serves as your primary gateway to the Plutus marketplace. It is designed to help you explore, filter, and select the Portfolios and Baskets for your Strategy.
Explore
In this section, you can browse an expansive selection of professional portfolios and baskets. To help you find exactly what you’re looking for, you can filter the marketplace by:
Product Type: Toggle between portfolios and baskets.
Minimum Investment Amount: Filter based on minimum investment amounts.
Risk Profile: Sort strategies based on their risk profile.
Investment Style: Browse by categories such as Growth, Balanced, or Income.
Provider: View Portfolios and Baskets from specific Providers.
Screener
The Discover section also provides a powerful screening tool. You can sort all available Portfolios and Baskets by:
Inception Date: See how long a strategy has been active.
Performance Data: Compare model returns across multiple timeframes, including Today (local business day), 1-day (rolling 24 hours), 7-day, 1-month, 3-month, 1-year, and since inception.
Investible: Toggle to show only products that are currently investible for capital allocation.
Product Type: Filter by all products, Portfolios only, or Baskets only.
Strategy Status: View products based on their current status in your account:
All Products: The full assortment.
In Strategy: Products currently active in your strategy.
In Draft: Products in your current draft of strategy changes.
Min Investment: Filter by the minimum amount of capital required to allocate to a product.
Risk Profile: Sort by Low, Medium, or High risk levels.
Investment Strategy: Narrow your search by objective:
Aggressive Growth, Growth, Balanced, Income, or Capital Preservation
Providers: Filter results by a specific investment provider.
Managing Your Strategy
The Discover section is fully interactive. You can add or remove portfolios and baskets directly from these views. Once you’ve selected a product, you can seamlessly transition to the Strategy tab to manage your specific allocations.
Screenshot below of the Discover Section
