Automated rebalancing ensures your portfolio stays aligned with your Strategy without manual intervention. However, there may be times when you want to take temporary control. This guide explains how to manage your trading status and what to expect when you hit pause.
Understanding the Trading Status Bar
Located within the Profile section, the widget provides a real-time look at whether trading is enabled on your account. You will see two primary indicators:
Example of a trading status in a live account on Plutus
System Status
The System status is controlled by Plutus.
Green Light: This confirms that your account is correctly enabled within our internal systems and is capable of executing trades.
Red Light: This that Plutus has not enabled automated rebalancing on your account.
Trading Active / Rebalancing Paused
This indicator is client controlled. It reflects whether or not Plutus is currently allowed to place trades for you.
Trading Active: Your strategy is running normally.
Rebalancing Paused: You have manually halted automated trading.
Step-by-Step Guide
How to Pause Rebalancing
Navigate to the Profile section of your account (bottom left).
Locate the Automated Rebalancing Widget click the red Pause button.
A confirmation modal titled "Pause Automated Rebalancing" will appear.
The status indicator will now change to a red icon labeled Rebalancing Paused.
How to Resume Rebalancing
Return to the Profile section.
Click the Resume button on the right side of the status bar.
A modal titled "Resume Automated Rebalancing" will appear.
Click the Resume button. You'll see your Status bar return to Trading Active.
Note: Once resumed, your account will begin realigning with your target allocations at the next opportunity based on market trading hours and rebalance intervals.