Security

  • Alerts with Signalling , it is possible to introduce Stop Loss and Take Profit values (rates in %) for every Fund. This will allow for a warning to be displayed every time the programmed values will be reached. With only one selection, it is possible to insert the same Fund in several portfolios and to give the chosen relative Stop Loss and Take Profit values to one or more portfolios.
    After having received the alerts, the LUXOR user will make personal evaluations in order to intervene. It is therefore possible to sell Funds without having to keep them in the portfolio for a definite period, even a few days from the purchase.
  • Automatic Alerts , it is possible, for every Fund held in each Portfolio, to ask the Platform to make a constant comparison with the other Funds of the same Sector and/or Market in order to identify those who obtained the best positive results compared to the Fund in the Portfolio. It is possible to preventively enter maximum values of difference (differential in %). Once those values are reached the Platform will automatically see to the placement of the selling order of the old Fund in the Portfolio and at the same time will place the purchase order of the new Fund. The Platform does at the same time also take care of sending out both orders for their relative executions. The user will receive the usual communications foreseen by the system. As soon as the new Fund will appear in the Portfolio(s) the user will be able to reset the terms of the Maintenance. The user has the possibility to suspend or to re-enable the Automatic Maintenance service.
  • Maintenance of the Portfolio with Signalling , it is possible, for every Fund in each Portfolio, to ask the Platform to signal Funds, of the same Sector or Market, having acquired better positive results than the Fund in the Portfolio.It is possible to, beforehand, insert maximum values of difference (differential in %). When these values are reached the system will signal the respective Fund(s) to the user (3 maximum). When the Alerts come in the LUXOR user will make personal evaluations and act upon them.
  • Automatic Portfolio Maintenance , it is possible, for every Fund held in each Portfolio, to ask the Platform to make a constant comparison with the other Funds of the same Sector and/or Market in order to identify those who obtained the best positive results compared to the Fund in the Portfolio. It is possible to preventively enter maximum values of difference (differential in %). Once those values are reached the Platform will automatically see to the placement of the selling order of the old Fund in the Portfolio and at the same time will place the purchase order of the new Fund. The Platform does at the same time also take care of sending out both orders for their relative executions. The user will receive the usual communications foreseen by the system. As soon as the new Fund will appear in the Portfolio(s) the user will be able to reset the terms of the Maintenance. The user has the possibility to suspend or to re-enable the Automatic Maintenance service.
  • The access to these Operational Options occurs after the purchase of every Fund, when it appears in the portfolio and after the Platform sent a confirmation of Executed Order with the relative purchase NAV's. Beside the Fund in the Portfolio the word Alerts will be displayed. By clicking on it, you get access to all the options you wish to use.
  • Trend . The purpose of Trend is to supply the user with an informative support which isn't based on forecasts and analysis of thirds, but to supply only objective data coming from the market. The objective data are solely the positive results that the Funds obtain. The quality and the quantity of the present Funds in the Platform transform the data like valid signals of the markets. Trend presents in a table the monthly performances of the Funds with a retroactivity of 12 months, plus the current month. Trend signals which markets and/or sectors are moving positively and in what measure, it also signals which Funds obtain these results.
  • Action Trend . With Action Trend, the LUXOR Platform signals the Funds and Sectors that are reaching positive results. The user can choose the Trend periode, that according to him is necessary and/or suitable, in order to decide wether to replace the Funds in the Portfolio with other Funds having better results, coming from the same sector or from different sectors. He can also decide on the number of Funds to change. The Platform will offer the client a range of Funds to choose from.
  • Mail . This is an internal messaging service that allows V.C.I. and the users to employ an exclusive fast and secure communication channel. The LUXOR Platform is operative under the certified protection of Verisign.