SMA navigation

TradeSocio NewUX Investor Experience

To review the list of available funds click on the SMA green button in the top left corner of the module.

The navigation panel will appear. You can drag the side of the panel to adjust the desired width for the best view.

Click to activate the desired fund and open the performance module.

Filter SMA funds

You can complete your search by filtering the list of SMA funds according to specific parameters.

For example you can look up for strategies that have return more than 100% Click on Advanced Filter, input the value and proceed to Filter. You can Reset parameters to remove the filter and start over or click Cancel to go back.

You can Pin one of the columns to the right or left.

You can use the filters to perform the search and sorting according to specific requirement.

If you know the name, account number or another parameter of the fund, you can use the Search field. Start typing the desired value and the search will start automatically.

Favorite SMA funds

You can add funds of your choice to the Favorite list

Next time when you will access the SMA module, all your favorite funds will be moved to the top of the list and the top performing strategy will be open as a default.

Each fund has a performance module with statistics calculated in the live time.