Trustia Docs
  • Welcome to Trustia's Documentation
  • Systematic Investing
    • Introduction
    • Guide to launch your strategy
      • Requirements
      • Step 1 - Strategy Configuration
        • Weighting Selection
          • Strategy Selection
          • Minimum and Maximum Allocation Selection
          • Additional Parameters selection
        • Ocurence rebalancement Selection
        • Capital Protection Configuration
          • Enable Capital Protection
          • Floor Percentage Configuration
          • Multiplier configuration
        • Exchange configuration
          • Exchange API Key
          • Invested Amount
        • AI Asset Selector
          • Asset Pool Size
          • Include / Exclude Categories
        • Validate the configuration
      • Step 2 - Assets selection
        • Auto-suggest
        • Add / Select Assets
        • Search Assets
        • Validate Assets selection
      • Step 3 - Backtest & launch
        • Compare your results
        • Global Information
        • Performance
        • Returns metrics
        • Ratios Metrics
        • Volatilities Metrics
        • Value at Risk Metrics
        • Trustia Charts Generator
          • Portfolio Performance
          • Drawdown
          • Weightings
          • Portfolio vs Components
          • Ratios Analysis
          • Efficiency Frontier
          • Historical Volatility
          • Values at Risk
          • Covariance Matrix
          • Correlation Matrix
        • Launch your Strategy
    • Features
      • Innovative Weighting Strategies: A Customized Approach
      • Dynamic Asset Allocation
      • Capital Protection
      • Backtesting
    • Algorithms Models
      • Equal
      • Market Capitalization
      • Maximum Sharpe Ratio
      • Minimum Volatility
      • Efficient Risk
      • Efficient Return
      • Maximum Return / Minimum Volatility
      • Inverse Variance
      • Maximum Diversification
      • Maximum Decorrelation
    • Available Trading Platforms
      • Binance Connect
      • Kucoin Connect
      • Coming Soon DEX / CEX
  • Risk management Framework
    • Capital Protection
    • Risk Measures
      • Average Returns
      • Adjusted Returns
      • Volatility
      • Maximum Drawdown
      • Downside Deviation
      • Ordinary Least Squares Method
    • Values at Risk
      • Historical VaR
      • Variance-Covariance VaR
      • Monte Carlo VaR
    • Ratios
      • Sharpe Ratio
      • Calmar Ratio
      • Treynor Ratio
      • Sortino Ratio
    • Backtesting Framework
      • Features
      • Monte Carlo Simulations
  • Others
    • Release notes
    • Support
      • Known Issues
    • FAQ
  • Connect With Us !
    • Give us your feedback !
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    • Blog
    • LinkedIn
    • Website
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  1. Systematic Investing
  2. Guide to launch your strategy
  3. Step 2 - Assets selection

Add / Select Assets

Effortlessly adjust your investment pool: Remove pre-selected assets with a click and add new ones from the pool below to refine your portfolio strategy

PreviousAuto-suggestNextSearch Assets

Last updated 1 year ago

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Streamlining Your Portfolio: Adding and Removing Assets

Refining your investment portfolio is a dynamic process, allowing for the flexibility to adapt to new insights or market conditions. With our intuitive platform, adjusting your asset pool is straightforward, ensuring your portfolio remains aligned with your strategic vision.

How to Customize Your Asset Pool:

  1. Removing Assets: To remove an asset from your pool, simply click on the pre-selected asset you wish to exclude. This action will immediately remove the asset from your current portfolio configuration, making room for alternatives that better suit your evolving strategy.

  2. Adding Assets: Once you've made space by removing an asset, explore the pool of available assets below. This curated selection presents a variety of investment opportunities that align with your portfolio's criteria. Click on any asset you wish to include, and it will be seamlessly added to your portfolio, enhancing its diversity or focusing its approach according to your preferences.

Best Practices for Portfolio Adjustment:

  • Consider Your Strategy: Each addition or removal should be guided by your overarching investment strategy. Whether seeking to diversify, concentrate on certain sectors, or adjust to market changes, ensure each change contributes to your strategic goals.

  • Balance and Diversification: As you add and remove assets, keep an eye on your portfolio's balance and level of diversification. Avoid overconcentration in a single sector to mitigate risk and pursue a balanced growth potential.

  • Regular Review: The markets are constantly evolving, and so should your portfolio. Regularly review and adjust your asset pool to reflect current market conditions, new opportunities, or changes in your investment objectives.

Adjusting your portfolio by adding or removing assets is an essential aspect of proactive investment management. Our platform makes these adjustments easy and efficient, empowering you to maintain a portfolio that not only reflects your current investment strategy but is also poised to adapt to future changes and opportunities.

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You can easily remove an asset from your pool by clicking on the pre-selected asset