Management and rebalancing of portfolios on the Roobee platform.

Portfolio rebalancing, while being a key element of an asset allocation strategy, often brings inconvenience to beginners, forcing them to sell assets that have gone up in price and buy those whose price has, on the contrary, decreased.

In other words, to do exactly the opposite of what friends will do or the media might recommend doing.

Most people, however, do not have enough knowledge, analytical skills, time and experience to make successful investments and conduct portfolio rebalancing 🤷‍♂️

In order to form an efficient investment portfolio on your own, it is not enough to just search online or ask around from friends.

The amount of information is extremely extensive and cannot be digested in a short time.

Even if a person succeeds in this, investment experience is still the key, and not everyone can make their investments finally result in success.

With Roobee📱, the user will not need to be an accredited investor.

As we mentioned earlier, the intuitive interfaces and easy navigation will help you to quickly get to grips with the functionality of the Roobee platform.

Plus, thanks to artificial intelligence and machine learning, beginners will have the opportunity to form an optimal investment portfolio made of a wide range of asset classes from cryptocurrency and stocks to venture funds 💼

Also, an artificial intelligence 🤖 is necessary for the system to be able to automatically manage personal finances and users’ investment portfolios, as well as perform rebalancing and provide recommendations.

Professional users will be able rebalance their portfolios manually.
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How will rebalancing be implemented on the technical side:

For transparent management of the user’s digitized assets on the Roobee platform, a set of chaincodes is being developed👨‍💻

For example, such a chaincode can manage the rebalancing of a portfolio formed for the user.

It works the following way: the user transfers internal digital assets under the control of a chaincode.

As long as the user’s internal digitized assets are locked by the chaincode, rebalancing is possible, with all movements of the assets during the rebalancing being recorded on RoobeeChain. The final state is recorded on the Ethereum blockchain 📝

As a result, the user will not need to daily monitor the status of the investment portfolio or track prices. On the basis of the set medium- or long-term personal goals and the initially formed portfolio, the system will prompt you when it’s time to review the portfolio’s structure.