A Basket is a collection of individual positions such as stocks, options, or ETFs grouped together and managed as a single unit. Baskets are more thematic and can focus on a specific sector, a trend, or a geopolitical event. Providers use Baskets to organize subunits of model Portfolios. They can be rotated into and out of portfolios and may simply be one component of a larger investment objective. Both are directly investable on Plutus, and you can easily filter for baskets and portfolios in the Discover section.
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Baskets offer clients a clearer view of the specific themes and positions within a model portfolio. This structure makes complex strategies easier to understand and more transparent. Because Baskets are also directly investable, clients can choose to invest in only a specific portion of a larger portfolio or overweight a particular component of an existing portfolio. This flexibility provides a high level of customization for those who wish to emphasize specific market themes within their accounts.
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For Providers managing large portfolios, Baskets allow them to organize their strategies and act quickly. By grouping assets into specific Baskets, a Provider can execute changes across an entire segment of a portfolio simultaneously. This structure ensures that even complex strategies remain agile and responsive to market movements.
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​Screenshot below shows a discover section filtered to be baskets only (top right toggle)
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