Below is a guide to the sections found in the left-hand navigation menu (ordered from top to bottom).
The Navigation Menu
Setup (Checklist Icon) Access your onboarding steps, risk assessment, and advisor agreements. This is only displayed for non-clients.
Dashboard (Tables Icon) Manage your account allocation and view high-level performance data, net liquidation value, and real-time margin requirements.
Positions (Folder Icon) View a detailed breakdown of your current holdings, including ticker symbols, market value, and unrealized P&L.
Activity (Clock Icon) Track every trade and order executed in your brokerage account, including filled, open, and cancelled status updates.
Discover (Compass Icon) Browse our expansive marketplace to filter, screen, and select portfolios or baskets that align with your investment goals.
Profile (Head & Shoulders Icon) Restrict specific stocks from being bought, pause automated rebalances, and control other settings for your account.
Logout ( Door Icon) Securely end your current session and return to the Plutus login page.
Example screenshot of a signed in experience for a live client (no setup listed)
