Manage Strategies
AVAILABLE IN: 
Introduction
The Strategies module on Reluna is a central workspace for creating, managing and monitoring investment strategies. It enables portfolio managers and advisors to define asset allocations, risk profiles, and execution rules, while also managing client participation and tracking performance — all from one place.
Strategies created here can be showcased in the platform’s internal Marketplace/Shop, allowing clients to discover, subscribe and invest with ease.
With the Strategies module, you can:
Create strategies with defined asset types and risk levels.
Configure and maintain strategy details through dedicated sub-tabs.
Manage client subscriptions and unsubscriptions.
Track performance metrics and rebalance allocations.
Strategy Management Workflow
Key Terminologies
Term (A-Z) | Definition |
|---|---|
Active Strategy | A strategy that is actively managed by professional investment managers. Any updates made to the underlying Model Portfolio automatically trigger corresponding rebalances in investors’ portfolios |
Approval | The process of confirming and activating a draft strategy before it is published. |
Draft | A saved but unpublished version of a strategy. |
Manager | A person responsible for maintaining and supervising a strategy. |
Marketplace | The platform area where strategies are published and made available to clients. |
Passive Strategy | A strategy with a fixed asset composition that remains unchanged. Once the strategy is created and active, its assets stay static and do not undergo rebalancing. |
Publish | The action of making a strategy available in draft version of Marketplace. |
Shop | A curated area of the platform where selected strategies are showcased and offered to clients. |
Strategy Composition | The breakdown of instruments and percentages that define how a strategy is built. |
Subscribe | The action a client takes to invest in a strategy. |
Unsubscribe | The action a client takes to exit partially or fully from a strategy. |
Visual Editor | A tool used to design, arrange, and preview strategy layouts before publishing. |
👉 New to some terms? Check our full Platform Glossary for quick definitions.
Permission Requirement
Platform Name | Permission Levels |
|---|---|
Strategies | View, Modify, Create |
Strategies Status Workflow
For all Tabs Except “Execution”
Draft - a rough version (not active) of a strategy.
To save as a draft, all required fields on the form must be filled in.
Published - published and available for viewing on draft version of Marketplace.
Here, the strategy becomes active and its execution begins.
Archive (closed strategy) - Before sending a strategy to archive, ensure it isn’t published on the Marketplace and has no active clients.
How to Create Strategies
From Products on dashboard > Find Strategies tab.
Click on + icon to create Strategies.
A form opens. On the Main Information tab, fill in the required fields.
Enter a unique name; the platform will show an error if the name already exists.
Currently, there are no restrictions or autochecks on the Assets or Holding(s) chosen.
Once the strategy is created, the Currency types (Single or Multicurrency) cannot be changed.
Check the below table to set up your strategy:
Field Name | Definition | What to Fill In |
|---|---|---|
Type | Select whether the strategy is actively managed or passively managed. | Active – Requires continuous management and adjustments. Passive – Follows a fixed allocation with minimal intervention. (Default: Active) |
Strategy Name* | Used to identify and distinguish the strategy on the platform. | Free text. |
Asset Type* | Choose the type of assets that will be included under the strategy. Defines the nature of investments. | Select the type of assets to be included under the strategy:
|
Rate of Risk* | Defines the overall risk profile of the strategy. Helps clients understand potential returns vs. risks. |
There is currently no automatic check of risk levels. |
Multicurrency Strategy | Specify whether the strategy is single-currency or multi-currency. | Toggle ON – Supports multiple currencies. Toggle OFF – Restricted to a single base currency. Once strategy is created, cannot be changed. |
Currency* | Choose the currency to which all strategy metrics are converted (or denominated) | Select from available currencies (required if Multicurrency = OFF). Once strategy is created, cannot be changed. |
Company* | Select the company under which the strategy is created. | Dropdown list of available companies. Users must have permission for selected company to view the strategy. |
Minimum Investment* | Define the minimum amount a client must invest to subscribe. Ensures eligibility. | Only numeric values are allowed. You can enter up to two decimal places; special characters or symbols are not supported. You can set these values to 0 only if no specific investment limits or increments are required. |
Maximum Investment* | Set the maximum amount a client can invest. Prevents over-concentration. | |
Minimum Increment* | Enter the smallest additional amount a client can add after the initial investment. | |
Description Notes | Provide a summary of the strategy, its goals, and structure. Displayed in Marketplace/Shop. | Free text; no restrictions on characters or symbols. |
If a strategy with the same name already exists, the platform will display an error message to prevent duplicate creation.
Click Save Draft to save your progress without publishing. The saved entry will appear in the list.
To make changes, click on the row. A page opens, toggle on Edit and update/add details in the other tabs as needed.
You can add or edit details in sub-tabs once the strategy is saved as Draft.
Jump to Sub-Tabs:
👉 Explore Related Topic: Marketplace.