NewUX Investor Experience
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  • Robo Advisory
    • Robo Advisory
    • Invest using Robo Advisory
    • Manage investment
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On this page
  • Investment objectives
  • GIA specifications
  • Holding details
  • Start allocation
  • Reporting

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  1. Robo Advisory

Invest using Robo Advisory

TradeSocio NewUX Investor Experience

PreviousRobo AdvisoryNextManage investment

Last updated 4 years ago

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To start your Robo Advisory allocation, choose your primary goal for investing from the list and click Next.

You can also name your goal yourself if you can not see the necessary option in the list.

The following questionnaire will establish what your investment objectives are along with your experience level and your financial situation.

The information provided will be used to match your profile with the best suitable investment product to meet your criteria and expectation.

Investment objectives

Choose the option that describes your objectives and investment style.

Choose the time frame over which you would like to build your portfolio and you plan to keep your investment active. Specify the risk you potentially would like to take on your investment.

GIA specifications

Choose the amount you would like to invest. You will be able to invest 95% of your unallocated balance.

Specify your Monthly Deposit level.

Choose your Value at Risk - a measure of the risk of loss for investments considering the historical draw-down of the product. Check and adjust your Time Horizon if needed.

Holding details

You can review the basket statistics and composition before proceeding to invest.

Chart represents the average Net Return of the fund. You can select time-frames to zoom and navigate the chart.

The top holdings chart represents the percentage of each stock (or other investment product) value in this particular fund.

Assets chart represents the form of assets of the fund and their percentage value.

The regions chart represents the percentage distribution of the assets ownership across the regions for this particular fund.

Start allocation

To start your allocation double check your parameters and click Invest

Verify your investment amount once again in the pop-up window and click Submit to proceed.

You will receive a success confirmation message once your trade is confirmed and allocation created.

Now once the price of the fund will change it will affect your open trade PnL.

Reporting

You can review your investment performance from Investor report module in Allocations. Access the report to see review the current balance and equity of the allocation.

You can check the open trade status, current price and your PnL in Trades report.