Features: Account Linking: - Users can securely link their TradeViewer, Webull, and other broker accounts to Pluto. - The platform employs robust encryption and authentication protocols to ensure the safety of users' login credentials and financial data. Fund Transfer Automation: - Once accounts are linked, users can set up automated fund transfer rules based on predefined conditions. - Rules can be established for specific amounts or percentages of funds to move between different accounts at regular intervals (e.g., daily, weekly, monthly). Real-time Balance Monitoring: - FundFlow Trader continuously monitors the account balances across all linked brokerages. - Users can view their overall portfolio balance and the distribution of funds in each account through a unified dashboard. Portfolio Rebalancing: - The platform offers a portfolio rebalancing feature, allowing users to maintain their desired asset allocation across multiple accounts automatically. - When a user's portfolio drifts from their target allocation, FundFlow Trader will execute fund transfers to bring it back in line. Customizable Transfer Triggers: - Users can customize transfer triggers based on specific market events, performance metrics, or personal preferences. - For example, users can set transfers to occur when a particular stock reaches a certain price or when the overall portfolio gains/losses reach a specified threshold. Transaction History and Reports: - FundFlow Trader keeps a comprehensive transaction history of all fund transfers between broker accounts. - Users can access detailed reports and export them for tax purposes or investment analysis. Security Measures: - The platform implements multi-factor authentication for user logins and fund transfers. - Secure Sockets Layer (SSL) encryption ensures that data transmissions are protected. Customer Support: - FundFlow Trader provides responsive customer support to address user inquiries and concerns promptly. Integration with Market Data: - The platform can integrate with real-time market data, enabling users to make informed decisions before initiating fund transfers.
