Manage allocations

TradeSocio NewUX Investor Experience

To review and manage your allocations, you can use Investor report module. Choose Allocations menu tab and search for the relevant allocation.

Deposit to allocation

You can increase the amount of your investment by adding an additional deposit to your active allocations.

The fund might have minimum additional deposit level. You will not be able to invest less than estimated requirement.

To add deposit to allocation, click on Action drop-down menu and select Deposit. Input the desired amount and click Deposit. The amount will be added to your allocation instantly.

You can use the strategy Performance module to gain quick access the same functionality.

Once you have an active allocation with strategy, you will see the allocations management options instead of Copy button.

Click on green Deposit button, input the desired amount and click Deposit.

Withdraw from allocation

You can decrease the amount of your investment or claim your profits by withdrawing from active allocation.

You will not be able to withdraw from allocation if there are any open trades running for this allocation.

To withdraw from allocation click on Action drop-down and choose Withdraw. Input the desired amount and click Withdraw.

The amount available to withdraw will always consider minimum investment level of the strategy. The balance of your allocation after withdrawal should always remain higher than the estimated requirement.

You can use the strategy Performance module to gain quick access the same functionality.

Once you have an active allocation with strategy, you will see the allocations management options instead of Copy button.

Click on green Settings button and choose Withdraw from the drop-down menu. Input the desired amount in the pop-up and click Withdraw.

Close trade

To manually close the position copied from one of the strategies, access the Investor Report and proceed to Trades

Choose the Action drop-down menu and select Close position. You will be requested to confirm the current price. The trade will be closed instantly and you will receive close trade confirmation.

You will be able to review your closed trade from the Statement report.

Stop allocation

To stop allocation click on Action drop-down and choose Stop. You will be requested to confirm your decision. Click Stop and your allocation will be stopped instantly. Click to Cancel to return to Investor report.

All open trades copied within this allocation will be closed and the equity of the allocation will be returned to the un-allocated balance of your account.

Stopped allocation will be moved to the Inactive Allocations report.

You can use the strategy Performance module to gain quick access the same functionality.

Once you have an active allocation with strategy, you will see the allocations management options instead of Copy button.

Click on green Settings button and choose Stop from the drop-down menu.