The advantages

  • Stop Loss & Take Profit Offers the user the option to insert a Stop Loss and/or a Take Profit for each Fund contained in each portfolio.
  • Memo , for each Folder of each Nominative you can enter information, news and dates to be reminded of.
  • Creation of an Asset Allocation  it's possible to create a personalised Asset Allocation for each portfolio with relative weightings and to intervene at any time for opportune modifications.
  • Selection of Funds for one or more Asset Allocation. , subsequently the creation of the Asset Allocation one can access the option Choice of Funds to purchase, according to what is foreseen in the Asset Allocation by clicking on YES beside each Portfolio. Instead, by clicking on “Selection Funds per Asset”, available above in the menu, one can proceed to the selection of the Funds for all the Portfolios coming from the same Market/Sector. This way, it will be possible to formulate one single purchase order of the same Fund for several Portfolios. It is recommended to proceed in such way to reach a higher minimum purchase amount as well as to be able to level more Portfolios in a single moment of purchase and/or sale. The user will then have to select the period in which the Fund to purchase reached the best performance. The Platform will offer a selection of maximum 5 Funds per market/sector. The user will be able to make Graphic Comparisons of the chosen Funds, proceed to their analysis and finally define the choice of the Fund to purchase.
  • Amounts to Invest , for every Portfolio and subsequently at the creation of each Asset Allocation by clicking on YES beside each Portfolio it is possible to view the invested assets and those to be invested, total or remaining amounts, for every Market/Sektor and for every Portfolio. The remaining amounts, resulting from the attribution of an inferior weighting at the client's disposition, are highlit under the item "Disposable Liquidity for the Investments". These amounts could afterwards be assigned to a Market/Sector by clicking on the item "Amounts for Investments", above in the menu, you have the possibility to view the assets to invest, total or remaining amounts, for all the Markets/Sectors present in each Asset Allocation of every Portfolio. The LUXOR Platform will send the user, through the internal messaging system, a summary of the invested amounts and of the disposable amounts for investments.
  • Over 4000 purchasable Bonds Bonds in Euro and USD of primary international issuers with Minimum Rating Moody's A1 and issues not inferior to 300 millions.