Allocations

TradeSocio NewUX - Broker Admin manual

Allocations section is a set of reports on all active and historical investments to Strategies and SMA modules trading allocations and Robo Advisory investments that have been created on the platform.

Section consists of following reports:

• Active allocations - currently actively trading investments

• Under progress allocations - allocations that have been requested to stop and currently processing close trades request

• Inactive allocations - historical investments that have been stopped