Cookie & Tracking Preferences

We use cookies and tracking to improve your experience and deliver personalized content. By accepting, you consent to our use of marketing cookies.

AdminMarketingMix & Match

Mix & Match Builder

Configure the custom bundle builder experience

General Settings

Enable Mix & Match Builder

Show the builder on the website

Enable Discounts

Apply automatic discounts to bundles

Additional License Price (£)

Price for each additional license beyond the first

Max Discount Percent (%)

Maximum total discount that can be applied

Preset Portfolios

Quick-start portfolio configurations

Name

Icon

Description

EA Configuration

Name

Icon

Description

EA Configuration

Name

Icon

Description

EA Configuration

Portfolio Calculation Settings

Diversification Smoothing Factor (0-1)

Lower = more conservative return estimates. Recommended: 0.75-0.9

Drawdown Reduction Factor (0-1)

Lower = more drawdown reduction from diversification. Recommended: 0.7-0.8

Max Displayed Drawdown (%)

Cap the displayed drawdown percentage

Disclaimer Text