Investment Features Under Construction
We’re still putting the finishing touches on our investment platform, and you’re invited to try it out—free of charge for a limited time—as we build out the full experience.
Planned feature set
- user/ member accounts
- login, logout
- set/ change email, password
- manage subscription
- manage payment settings
- cloud storage/ persistency
- one or more investment accounts
- set/ adjust account value
- select risk level
- select benchmark
- list asset allocation in percent and shares
- show orders since last rebalance, reset
- render cumulative returns, annual returns, metrics
- at a later stage
- email notifications
- strategy customizations
- risk wizard
Summary
| Account Name | … | |
| Approximated Account Value | … | |
| Investment Objective | … | |
| Benchmark | … | |
| Last Page Update | … | |
| Last Scheduled Rebalancing | … | |
Asset Allocation
Performance
Rename Account
Choose a name that describes the purpose of this account. You can change it at any time.
Adjust Account Value
We need to know this so that we can calculate the number of shares to hold. You can adjust this value at any time.
Set Investment Objective
Keep in mind that critical goals and shorter investment horizons typically call for lower risk levels.
Select Benchmark
The benchmark is a point of comparison- it does not influence the actual investment results.
Delete Account
Are you sure you want to delete your account? This operation cannot be undone.