RoobeeFin’s work structure: 5 steps to creating an optimal portfolio 🖐 (part 2)
We continue the series of posts about the Roobee platform’s RoobeeFin automatic financial assistant.
You can read the first part via the link below👇
➖ https://t.me/roobee_invest/838
There we mentioned that the financial assistant will be selecting asset classes and specific products for the platform with the help of the RoobeeScore automatic system.
We also touched on how user profiling will be performed.
Returning to the topic of this publication let’s, first of all, note the investment modes RoobeeFin can offer users 👨💻
◉ Goal achievement;
◉ Reasonable investment;
◉ Profitable game.
Since users’ investment goals can differ, be it creating a pension portfolio or a desire to make a short-term investment, RoobeeFin operates in different modes that take the user’s portrait into account 🙌
Let’s consider the example of three investment modes that RoobeeFin can offer users:
1️⃣ One of the investment modes that the platform can offer is Goal achievement.
This is a pretty straightforward mode. It will offer investment with a predetermined time frame and the end goal defined in value terms. It is important to note that this mode will form the least risky portfolio for the user, while the platform will monitor its monthly replenishment, so that the benefit of a compound percentage would make the user’s goal tangible.
2️⃣ Another of such modes can be Reasonable investment
This mode will offer medium and long term investment. The user sends his current free funds and, if possible, replenishes the portfolio, and the system creates the most profitable portfolio considering the user’s risk profile.
3️⃣ In addition, one of the modes the platform can offer is Profitable game.
This is a short-term investment mode. The user is being offered different investment ideas (for example, the IPO) for every investment period, and has the opportunity to choose the one he likes, while in the meantime, the funds are placed in the most reliable assets to provide the user with a passive income.
These are 👆 of course, not all of the modes that are being prepared for users. Over time, we will surely be talking on what’s in the works in more detail.
In the third part of the series, we will explore portfolio and strategy creation, as well as how the created portfolio will be further managed, in greater depth 👍
