The Strategy section (indicated by the Pie Chart icon) is the command center of your Plutus account. This is where you monitor account health, analyze performance, and manage your portfolio and basket allocations.
Allocation Visualization
In addition to raw account data, the Strategy section provides charts to help you track your account:
Performance Tracking: View how your strategy has performed across different time periods.
Allocation Pie Chart: A visual breakdown of your current Strategy, showing exactly how your funds are distributed across different portfolios and baskets.
Managing Your Strategy
This area is fully interactive, allowing you to update your allocations to portfolios, baskets, and cash:
View and Edit: You can view your current strategy and edit your selected baskets and portfolios, as well as their weights, directly in table form.
Add Products: By selecting "Add Products" from this view, you will be seamlessly transitioned to the Discover section to browse our marketplace and select new investment options for your Strategy.
Raise Cash: To raise cash, simply reduce your total allocation below 100%. The remainder will be left as cash and included on your Target Allocation chart.
Max Allocation: The combined weight of your Portfolios, Baskets, and Cash cannot exceed 100% total allocation.
Comprehensive Account Oversight
The Strategy tab also provides a deep dive into your financial standing by pulling critical data directly from your linked brokerage. Within this view, you can access a number of metrics including:
Net Liquidation Value and Cash Balance
Gross Position and Total Position Count
Buying Power and Available Funds
Excess Liquidity and Equity With Loan
Leverage and Cushion
Account Type
Initial Margin Requirement and Maintenance Margin Requirement
Accrued Dividend and Accrued Cash
Edit Strategy screenshot showing baskets and portfolios being added.
