Lecture on Stock Back Feature by Tradeon

Introduction

• Discussion on new feature called Stock Back.
• Existing strategies managed through futures and options.
• Importance of managing stock portfolios directly.

What is Stock Back?

• Allows creating and managing a personal portfolio using an algorithm.
• Decide the weightage for each stock in the portfolio.
• Capability to add or remove stocks and actively manage them.

Example Portfolio Setup

• Example portfolio: HDFC Bank, Indust Bank, Axis Bank, IC Bank, SBI.
• Assign weightage percentages to each stock.
• System monitors prices and calculates required quantities for given weightages.
• Supports incremental investments and withdrawals.

Key Features

• Investment Flexibility: Start with one stock and add more; decide weightage for each stock.
• Incremental Investment: Add funds to the portfolio proportionally to the initial weightage setup.
• Withdrawal Flexibility: Withdraw amount; system determines best withdrawal strategy maintaining stock weightage.
• Public Availability: Share Stock Back through private links or Marketplace if desired.
• Cost-Effective: No extra charges for stock back under existing plans.

Practical Usage & Demo

• Navigate to Tradeon’s website to create a Stock Back.
• Steps to create:
  1. Click 'Create' -> 'Stock Back' on Tradeon’s website.
  2. Add stocks (ex: Reliance, HDFC Bank, Titan, etc.) and assign custom weightages.
  3. Save and deploy the Stock Back.
• Track and adjust portfolio in real-time as market prices fluctuate.

Management Options

• Investment & Withdrawal: Invest additional amounts or withdraw. The system calculates quantities to buy/sell per stock.
• Active Management: Easily add/remove stocks and adjust weightages. Changes apply to all subscribed users if publicly shared.
• Rebalancing: Periodically adjust stock percentages and quantities.

Pricing Plan

• Starter Plan (INR 300): Deploy one strategy and one stock back without extra fees.
• Advanced Plans: Higher plans allow more strategies and stock backs (ex: INR 1200 plan allows 5 strategies + 2 stock backs).
• Fixed Monthly Fee: No variable fee; only fixed monthly charges depending on creator’s setup.

Marketplace Interaction

• Two main segments: Algo strategy and Stock Back in the marketplace.
• Subscribe and deploy Stock Backs from Marketplace.
• Track performance and manage via the Tradeon platform.

Conclusion

• Stock Back feature eases portfolio management and provides flexibility in investment strategies.
• Useful for personal use and for sharing strategies publicly.

Q&A

• Session concluded; open for questions and further clarifications.

Thank you!