Basket funds

TradeSocio NewUX - Broker Admin manual

Basket funds are the exchange traded funds. It is a basket of securities that trade on an exchange like a stock and holds multiple underlying assets including stocks, commodities or bonds. Investors invest in shares by opening multiple self-trades on the specific basket products. They can stop allocation and close underlying trades at any time.

Basket funds can be used for Thematic Baskets or as a Robo Advisory type of investment products.

Basket funds management report is available in Funds Management - Basket Funds

The report consists of table of contents and a functional toolbar.

You can perform a number of actions from the toolbar:

• + Create - set up a new basket fund, connect the trading account and build a performance page

• Export CSV - export the list of existing baskets in .csv format and save file on your computer

• Search Keywords - search for relevant data in the report by using the keywords

By using the navigational buttons you can create a personalized view of report:

• Add and remove the columns from the table of contents

• Size to fit - resize columns to fit the current width of the widget

• Auto-Size All - resize columns for the optimal view of the data displayed

You can perform number of management actions from drop-down menu in the table of contents:

• Factsheet - review the performance page of the basket