# Manage allocations

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

![](https://1435281912-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M5agkLuhHealWhVuOf1%2F-M6v9KXccUgRnzMi_51l%2F-M6v9cX1DdqB7I9cZS-a%2Fmanage%20allocation.gif?alt=media\&token=8c39ec25-70e7-4f6a-9e9b-00e31902bb33)

### Deposit to allocation

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

{% hint style="info" %}
The fund might have minimum additional deposit level. You will not be able to invest less than estimated requirement.
{% endhint %}

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.

![](https://1435281912-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M5agkLuhHealWhVuOf1%2F-M6v6y1S0WQyPRB0g90p%2F-M6v7VHsV6wO0xZIbjdY%2Fstr%20deposit.gif?alt=media\&token=7b19d259-c9d6-425e-9e74-918ae34d7b18)

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.

![](https://1435281912-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M5agkLuhHealWhVuOf1%2F-M6yG3ZXUq3mcZfMjCpx%2F-M6yJ1QZrT1wMpVBZcI6%2Fimage.png?alt=media\&token=966442d2-f256-4cd9-b5f1-53c77f3b434e)

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

![](https://1435281912-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M5agkLuhHealWhVuOf1%2F-M6yG3ZXUq3mcZfMjCpx%2F-M6yK1KQnNW2xTI-2ACN%2Fstrategy%20page%20deposit.gif?alt=media\&token=d785e7bd-0a56-452b-b41a-2aed81be6232)

### Withdraw from allocation

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

{% hint style="info" %}
You will not be able to withdraw from allocation if there are any open trades running for this allocation.
{% endhint %}

To withdraw from allocation click on **Action** drop-down and choose **Withdraw**. Input the desired amount and click **Withdraw**.&#x20;

![](https://1435281912-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M5agkLuhHealWhVuOf1%2F-M6v6y1S0WQyPRB0g90p%2F-M6v8-o1P4Sb6MG3xuuR%2Fstr%20withdraw.gif?alt=media\&token=c976a4dc-5378-4341-a34b-1495b77c978a)

{% hint style="info" %}
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.
{% endhint %}

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.

![](https://1435281912-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M5agkLuhHealWhVuOf1%2F-M6yG3ZXUq3mcZfMjCpx%2F-M6yJ1QZrT1wMpVBZcI6%2Fimage.png?alt=media\&token=966442d2-f256-4cd9-b5f1-53c77f3b434e)

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

![](https://1435281912-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M5agkLuhHealWhVuOf1%2F-M6yG3ZXUq3mcZfMjCpx%2F-M6yKYXEa6JR0ZEM0oEt%2Fstrategy%20page%20withdraw.gif?alt=media\&token=1454175a-476c-4b96-b67a-7fa3808e4968)

### Close trade

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

![](https://1435281912-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M5agkLuhHealWhVuOf1%2F-M6nWFvA4JBD_yFm87rR%2F-M6ngHRyNZ036gG0zBC4%2Faccesstradesreport.gif?alt=media\&token=06e93378-226c-4fb3-967b-04c982565646)

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.

![](https://1435281912-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M5agkLuhHealWhVuOf1%2F-M6nWFvA4JBD_yFm87rR%2F-M6neCLifXPlb6VhqCHw%2Fstrategiesclosetrade.gif?alt=media\&token=c21ee6ba-6cfa-4900-879b-63d9ad554338)

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

![](https://1435281912-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M5agkLuhHealWhVuOf1%2F-M6vBUD_lg1phiIU4IFg%2F-M6vC_GasofJwNbcBPm6%2Fimage.png?alt=media\&token=51a8bf85-74ca-4bd8-8989-3d910aeafb01)

### 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.

{% hint style="info" %}
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.
{% endhint %}

![](https://1435281912-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M5agkLuhHealWhVuOf1%2F-M6v6y1S0WQyPRB0g90p%2F-M6v8h8hwjl8ybwuEwbb%2Fstr%20stop.gif?alt=media\&token=9792a2b2-8d0c-41ab-90f7-27a06b5fcd06)

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.

![](https://1435281912-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M5agkLuhHealWhVuOf1%2F-M6yG3ZXUq3mcZfMjCpx%2F-M6yGsIYc-hGhoiWA4cO%2Fimage.png?alt=media\&token=a07201f6-7eeb-4b27-8139-fd16b31254e3)

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

![](https://1435281912-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M5agkLuhHealWhVuOf1%2F-M6yG3ZXUq3mcZfMjCpx%2F-M6yKs52F-fJU3vOn92b%2Fstrategy%20page%20stop.gif?alt=media\&token=93bfcc18-bd3c-4a5c-a7e7-3ed465d2974b)
