Below is a guide to the sections found in the left-hand navigation menu (ordered from top to bottom).
The Navigation Menu
Discover (Compass Icon) Browse our expansive marketplace to filter, screen, and select portfolios or baskets that align with your investment goals.
Strategy (Pie Chart Icon) Manage your account allocation and view high-level performance data, net liquidation value, and real-time margin requirements.
Positions (House Icon) View a detailed breakdown of your current holdings, including ticker symbols, market value, and unrealized P&L.
Activity (Heartbeat Icon) Track every trade and order executed in your brokerage account, including filled, open, and cancelled status updates.
IBKR Status (IBKR Logo Widget) Monitor your connection to Interactive Brokers. A blinking green dot with "Live" displayed confirms your account is linked.
Notifications (Bell Icon) Stay informed with real-time alerts regarding portfolio rebalancing, market news, and dividends.
Exclusions (Gear Icon) Restrict specific stocks from being traded or held in your account to satisfy personal preferences or professional compliance constraints.
Profile (Head & Shoulders Icon) Access your onboarding steps, risk assessment, and advisor agreements, or reach out to our team via the "Need Help" chat widget.
Logout (Red Door Icon) Securely end your current session and return to the Plutus login page.
Example screenshot of a signed in experience
