The Dashboard section (indicated by Tables 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.
Allocations
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.
Example of a Dashboard for a live Client
Managing Your Allocations
This area is fully interactive, allowing you to update your allocations to portfolios, baskets, and cash:
Edit Allocations: You can view your current strategy and edit your selected baskets and portfolios, as well as their weights, directly in table form.
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, 95% in US retirement accounts.
Portfolio Preferences: Update your Objective, Investment Experience, Time Horizon and other preferences that result in your Overall Risk Score. This risk score is used by Plutus Managed to help automate your Strategy if you choose to enroll.
Execution Speed
When you confirm a modification to your strategy all required rebalances to align you with your new allocation are immediately queued, but not immediately executed. Keep in mind that positions can only be opened or closed during trading hours. For more info on current rebalance frequencies please refer to our article on rebalances. 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.
Account Value (Also known as NLV or Net Liquidation Value)