Investment Products
TradeSocio NewUX - Broker Admin manual
Last updated
Was this helpful?
TradeSocio NewUX - Broker Admin manual
Last updated
Was this helpful?
There is a number of different types of investment products available to be used within the TradeSocio Investment Suite.
The access exact types products on your platform will depend on the deployment specifications and your contract agreement.
In the normal practice Strategies and SMA funds are trading accounts that belong to the fund managers and are executing trades. These can be an MT4/MT5 accounts or another type of live trading account.
Different types of funds and portfolios, such as stocks, bonds or mutual funds, are exchange traded products.
Your fund and investment product accounts and settings can be managed from Broker Admin – Funds Management
Strategies are copy trading type of funds. The trades opened by strategy provider (fund manager) will be copied to user investment account. When the the trade is closed, the relevant copied trade on investor side will be closed automatically.
This type of investment does not require signing the Power of Attorney.
Investor has an option to manually close open trades when investing with strategies at any time.
SMA are Separately Managed Account type of funds. The trades opened by strategy provider (fund manager) will be copied to user investment account. When the the trade is closed, the relevant copied trade on investor side will be closed automatically.
This type of investment requires signing the digital Power of Attorney prior to investing.
Investor does have not be able to manually close open trades when investing with SMA funds.
Equities are investment products such as stocks traded on exchanges.
Investor invests in shares of the stock by opening a self-trade trade on the selected product. The amount of shares bought depends on the amount of the investment and the current price of the product. Investor will be able to close the trade and stop the investment at any time.
ETFs are the exchange traded funds. It is a basket of securities that is traded on an exchange like a stock and holds multiple underlying assets including stocks, commodities or bonds.
Investor invests in shares of the fund by opening a self-trade on the selected product. The amount of shares bought depends on the amount of investment and the current price of the product. Investor will be able to close the trade and stop the investment at any time.
Thematic Baskets 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.
Investor invests in shares by opening multiple self-trades on the specific basket products. Investor can review the performance of the allocation and of each specific trade from the investor report.
The amount of shares bought for each product depends on the amount of investment, the current prices and the weight of the each product in the particular basket. The investment amount will be updated automatically to accommodate the number of shares available at the current price.
Investors will be able to stop allocation and close underlying basket trades at any time.
Robo Advisory is the digital wealth advisor module. It is a tool to build personalized investment plan and open an allocation that matches investor's individual risk profile and portfolio goals.
Investor is requested to fill the questionnaire and the inbuilt algorithm chooses the best suitable basket fund to meet his investment goals. Investor invests in shares of the basket fund by opening a multiple self-trades on the specific products included in the Robo Advisory basket.
The amount of shares bought for each product depends on the amount of investment and the current prices. Investors are able to stop and edit your allocation at any time.
