Build and optimize a winning portfolio

MySpringy provides cutting-edge portfolio design features, where personalized investing meets innovation. Whether you're a seasoned investor or just starting out, our tool caters to all levels of expertise, helping you build, analyze, and optimize your portfolio with ease.

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.

• Trade Setup: Get the AI generated summary and current price to setup your trade for the future of investing.

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Portfolio Playbook Features

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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Portfolio Summary

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.

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

Portfolio Composition and Suggestions

This provides an overview of the portfolio composition, allocations and most recent price change. The insights (radio buttons) at the bottom provide AI powered suggestions to help user maximize returns, manage risk, optimize portfolio and understand the impacts of monetary policy changes, geo political events and ESG trends.

Portfolio Benchmark Analysis with S&P 500

This provides an overview of portfolio’s performance with SP500 and also indicates the short term, mid term and long term probability of portfolio outperforming SP500.

Portfolio Monthly Returns Analysis

This provides an overview of portfolio’s performance in terms of monthly returns and analysis of monthly returns in terms of best and worst performance and streaks.

Portfolio Historic Risk Analysis

This provides an overview of portfolio’s historic risk in terms of price drops and recovery.

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

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.

Clicking ‘Submit’ creates the portfolio and the platform provides detailed analysis for users to review their portfolio performance. The detailed analysis is the same as explained in the Portfolio Suggestions section above.

Edit Portfolio:

Users can edit asset allocation and add/replace assets in their portfolio using the ‘Edit’ option. The platform doesn’t allow changing the portfolio name. Once you have edited, clicking on submit provides detailed analysis as explained in the Portfolio Suggestions section above.

Clone Portfolio:

Cloning a portfolio gives a head-start in creating unique variants of the proven portfolios available in the platform. Select a portfolio using the ‘Portfolio Name’ dropdown and tweak it as desired and save it under a unique name to analyze and track the portfolio. Cloning is available for the proven portfolios available in the platform. It isn’t available for custom portfolios. Users can create variants using ‘Create your own’ or ‘edit’ options. Once you have finished cloning, clicking on submit provides detailed analysis as explained in the Portfolio Suggestions section above.

My Portfolios:

Investors can view and analyze all your custom portfolios using the ‘My Portfolios’ option. Simply select 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.

Portfolio Comparison:

Portfolio comparison provides detailed, side-by-side comparison of your favorite portfolios for a granular analysis and informed decision making. Portfolio comparison works across the proven portfolios provided by the platform and custom portfolios to maximize the comparison options available to the users.

Users can select the portfolios and hit ‘Search’ for detailed comparison.

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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