Create a strategy based on your personal goals, rather than a strategy type.
We’ve been making great progress on this project, it’s really coming along. Our new goals-based strategy designs allow users to set their
- Goal
- Timeline
- Target amount
- Risk profile
As well as all the customisation functionality available within all our strategies.
We are going to present performance forecasts alongside backtests to really bring the strategy to life, and make the user experience more fluid and simpler.
Got any ideas or feedback on this approach? We’re in the middle of building this so it’s a good time to make adjustments / improvements.
Creating a strategy based on individual goals is going to be a great addition. As a young investor, the ability to backtest is a great tool to utilize to understand my portfolio better.
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Yes, you’re right. And the backtest feature we have developed is pretty unique in the retail space. We’re looking forward to see how this lands and to get feedback from our community.
One of my favourite things about this is that you can see how close or far to achieving your initial goal you are. Really helps you keep on top of how your investments are doing relative to the goals you have!
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Absolutely, this puts your strategy in the context of your financial aspirations - which should make it much more useful, relatable and engaging as an experience.