Wealth Portfolio

This application supports the purchasing of more than just equity symbols (i.e. buying and selling of stocks), it also supports the purchase of a wider range of financial securities. Long-term investments such as Exchange Traded Funds (ETFs), Investment strategies, and Mutual funds can be purchased via the app's Investment Store.

The Wealth Portfolio tab is a dedicated dashboard that enables you to get a quick overview of a range of long-term investment options based on risk and return associated with them. This wealth portfolio is separate from the normal portfolio due to the difference in the type of financial securities, as such the associated risks of these long-term investments (i.e. ETFs) and their holding periods are different from investments in the normal stock market.

The wealth portfolio dashboard provides you with a quick overview of multiple investment options based on the risks and returns associated with them. Most of these investment plans(i.e. ETFs, Mutual funds, and Investment strategies are from well-reputed asset management firms such as Goldman Sachs, HSBC Global, Blackrock Global, Allianz, and more.

These investment options are plotted on a risk to return graph and presented in a graphical chart format to enable quicker insights.

To view one particular investment option in detail, simply tap on the record and a window will open displaying an in-depth view of the investment option (i.e. Risk/ return percentages, minimum investment amount, Sharpe Ratio, Asset managers, and more).

These investments too can be bought or sold similar to normal stocks/ symbols within the app.