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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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Portfolio Summary:
Classified under investing themes like growth, income, balance and many others, portfolio summary provides historic performance of proven portfolios. Portfolio names are clickable for easy navigation.
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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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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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