Investing with RoobeeFin is really easy!
Investing for beginners has never been that easy. Thanks to the investment assistant RoobeeFin, which will be on the Roobee platform — the world of investment will be available to everyone.
In the last publication, we have considered in detail how the investment mode “Marketplace” will work, where everyone can create a portfolio independently.
Here we were writing about it: medium.com/roobee-invest/investing-with-marketplace
Let us divide this publication into several parts. Today, we take a look at two initial steps: what questions the user will answer for profiling, and the choice of method of investing.
For demonstration, we have created a new account and will show the work of platform on its example.
After choosing the RoobeeFin investment mode, the user needs to answer a few questions for profiling.
First question. At beginning, the user will choose which of the markets he wants to invest in. There will be a choice: the traditional market and cryptocurrencies, it will also be possible to invest in both markets at once.
Second question. The second question can be seem difficult for many. You will need to choose your risk profile. Nevertheless, everything is easier than it seems at first glance. For those who do not know their risk profile, you can take a risk-profiling test, which consists of 10 questions to determine it.
In this post, you can see how risk profiling will take place on the platform: medium.com/roobee-invest/how-to-determine-your-risk-profile
Third question. The final question will be to choose the term of the investment. Nothing complicated here.
Once the user answers the questions, the platform will offer a choice of investment method.
We talked about General investment method earlier.
Additional investment methods are also being developed: Happy Retirement and Goal Achiever.
We will tell about them in a separate publication.
In the next publications, we will talk about how the process of creating a personal investment plan and working with a profit calculator will go.
We will also demonstrate which portfolio was created with the help of RoobeeFin assistant and what is included in it.
It is important to note that the platform is still in the development phase and questions may change. The demonstration was held at The Private MVP Roobee.
