Simple FAQ: How This Portfolio Optimiser Tool Helps You
How Does This Portfolio Optimiser Tool Work?
- Tell Us About Yourself: Answer questions about your risk appetite, number of dependents, and emergency savings buffer. This helps us understand your financial profile.
- Enter Your Current Allocation: Choose whether to input your portfolio in percentages or euro amounts across asset classes such as Equity, Bonds, Real Estate, Crypto, and Cash.
- Receive Recommendations: The tool compares your current allocation against a recommended allocation based on your profile and flags any discrepancies (for example, having a high risk appetite but being 100% in Cash).
- Visualize Your Portfolio: A table and bar chart display the recommended versus your current allocations side-by-side.
- Plan for Adjustments: Use the insights to adjust your portfolio so it better aligns with your risk tolerance and financial goals.
Portfolio Optimiser Tool
This tool compares your current portfolio allocation with a recommended allocation based on your risk appetite. Please select your risk profile and enter your current holdings. You can choose to input your values as percentages (total must equal 100%) or as euro amounts representing your total portfolio value.