Here are some of the answers you might be looking for.
What does the portfolio optimization feature do?
Our portfolio optimization feature analyzes your investment portfolio to help you
maximize returns while minimizing risk. By taking into account factors like asset
performance, correlations, and your risk tolerance, the tool generates
recommendations for asset allocation that aligns with your financial goals.
How do I request portfolio optimization?
To request portfolio optimization, simply navigate to the "Optimize" section of the
app. You will need to input or upload your current asset holdings, risk tolerance
level, and financial goals. Once the data is submitted, the system will process your
request and provide you with potential results.
Absolutely. We use industry-standard encryption to protect your data both during
transmission and when it is stored. Multi-factor authentication will shortly be implemented
and other security protocols are used to ensure your sensitive financial information remains
safe.
What is the cost for using the portfolio optimization feature?
We offer 1 free request for each user. For more requests that exceeds 8 selection of companies a price is calculated per request.
What methods of payments are supported?
You can use any of the major credit/debit card (via
Tap Payments) or with your Paypal account. We don't support cryptocurrencies or
invoicing
at this time.