Description
A comprehensive investment portfolio management tool designed specifically for investors. Easily create and manage diversified investment portfolios.
Core functions:
• Portfolio construction - supports the allocation of various stock types such as technology, growth, and cycles, and automatically allocates investment shares
• Simulated Yield Prediction - Using market data and fundamentals to simulate and predict yield trends
• Risk assessment system - monitoring key indicators such as liquidity, volatility, and leverage, and providing investment strategy recommendations
• Trading Plan Management - Calendar View Plan Buying and Selling Operations and Notification Reminders
• Distribution chart - an intuitive pie chart displaying the distribution of stock types in the portfolio