On Plutus, your account is managed entirely through the Strategy section.
How to Update Your Strategy
To update your portfolio, simply adjust the weights (percentages) of your Baskets and Portfolios. Once finished, click "Accept Changes & Save." This action automatically queues the necessary trades to:
Align your holdings with your new target weights.
Maintain alignment whenever a provider modifies their strategy or the market shifts.
Example of a Strategy Update
Edit Strategy Screenshot showing baskets and portfolios being added.
Review Changes Screenshot showing a confirmation of changes before selecting 'Accept Changes & Save'
The Automation Philosophy
Your target allocation is the "goal." Our system handles all execution to ensure your account stays mirrored to your chosen models without further action required on your part.
How do I pause rebalances?
Your Strategy section has a Status Bar that shows whether or not you have automated rebalances enabled. Here is our step by step guide on how to pause rebalances.
