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.
Edit Strategy screenshot showing baskets and portfolios being added.
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.
Example of an allocation
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.
Status Bar for Automated Rebalances.
In the Strategy section you'll see a Status Bar showing whether automated rebalances are live on your account along with a pause button.
Here are our step by step instructions on how to pause rebalances.
Execution Speed
When you confirm a modification to your strategy all required rebalances to align you with your new allocation are immediately queued. Rebalances take place on an hourly interval. Keep in mind that positions can only be opened or closed during trading hours. If you modify your strategy when markets are closed our system will execute those during the next trading session.
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
Underlying Holdings
Here you can view the unique positions in your Strategy and their sources. This view is not a reflection of the actual positions held in your IBKR account. To view that information, you can navigate to the Positions section.
Here you'll find:
Ticker
Position Name
Expiration, Strike, Call/Put details for Options
Direction long or short
Net Weight
Net $ Target
Sources an itemized view of the specific Portfolios and Basket allocations that contributing to a single position.
Example of the underlying holdings section
