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Available under MySpringy Strategize, Portfolio Playbook is an all-in companion towards building great portfolios. Portfolio playbook provides following key features:
Portfolio Summary: Glance at proven, time-tested portfolios across investing themes to understand year to date, 1 year and 5 year returns
Portfolio Comparison: Compare portfolios to identify winning strategies and optimize your portfolios.
Portfolio Suggestions: Analyze proven, time-tested portfolios across investing themes to identify winning strategies and get strategic insights.
Create Your Own Portfolios: Based on your investing style, create unique portfolios easily.
Edit Portfolios: Fine-tune portfolios with ease to move in step with the market.
Clone Portfolios: Create variants of your unique portfolios quickly to test various themes and optimize strategies.
View and Manage My Portfolios: Track portfolio performance, historic risk and perform benchmark analysis for your unique portfolios. You can also delete your portfolio in the my portfolio section
Portfolio Comparison: Compare portfolios to identify winning strategies and optimize your portfolios.
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Trade Setup: Get the AI generated summary and current price to setup your trade for the future of investing.
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We are continually enhancing our website to improve your user experience. As a result, some features and the user interface may differ from what is shown here. If you have any questions, feel free to contact us at support@sprngy.com. Thank you for your understanding. |
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Portfolio Summary:
Classified under investing themes like growth, income, balance and many others, portfolio summary provides historic performance of proven portfolios.
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Portfolio names are clickable for easy navigation.
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Portfolio Suggestions:
Classified under investing themes like growth, income, balance and many others, portfolio suggestions provide proven portfolios for retail investors to review, analyze and learn from. Each theme has several portfolio options providing insights on portfolio structure and asset allocation. Investors can filter by portfolio themes and portfolio templates . Once a given portfolio is selected, clicking on the search button provides various analyses of the selected portfolio in detail as captured below.
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Based on the theme and the portfolio selected, the Portfolio Suggestions features provides a closer look at the portfolio including AI-powered summary of the portfolio composition and risks, returns analysis, detailed portfolio composition, Benchmark comparison with S&P 500, Monthly returns analysis and historic risk analysis. Here are screenshots of each section of the analysis.
Portfolio Summary, Risk, Performance, and Returns
The screenshot below provides how AI generated summary and risk is available for each portfolio. It also provides a view of historic performance of the portfolio in the context of year to date, 1 year and 5 year returns
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Portfolio Composition and Suggestions
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This provides an overview of portfolio’s historic risk in terms of price drops and recovery.
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Portfolio Correlation & Performance Summary
This provides an overview of correlation of portfolio’s components.
Create Your Own Portfolio:
Available under MySpringy Strategize, My Portfolio is an all-in companion towards building great custom portfolios. It provides following key features:
Create Your Own Portfolios: Based on your investing style, create unique portfolios easily.
Edit Portfolios: Fine-tune portfolios with ease to move in step with the market.
Clone Portfolios: Create variants of your unique portfolios quickly to test various themes and optimize strategies.
View and Manage My Portfolios: Track portfolio performance, historic risk and perform benchmark analysis for your unique portfolios. You can also delete your portfolio in the my portfolio section
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Creating a custom portfolio with MySpringy is quick and easy. Pick a unique portfolio name, select portfolio theme (using the ‘Portfolio Classification’ drown down), and using the ‘Number of Rows’ control, add or remove rows as needed. You can indicate the assets and allocation in rows.
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Investors can view and analyze all your custom portfolios using the ‘My Portfolios’ option. Simply select your portfolio from the dropdown, click ‘Search’ and review the portfolio (A detailed analysis as explained in the Portfolio Suggestions section above is available)the name in Portfolio Name column. Moreover, you can delete the portfolio by clicking the checkbox in Want to Delete column and then hit submit. This is a great way to track portfolios on an ongoing basis.
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Users can select the portfolios and hit ‘Search’ for detailed comparison.
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Portfolio playbook is designed with comprehensive features to help investors build and optimize portfolios that matches their unique investment style. Tailored to your unique investing style, financial goals, and risk appetite, it’s your one-stop solution for smart, strategic investing.
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