You don’t have to guess. The Build tool asks a few simple things — how much to invest, how much risk you’re okay with, how long you have — and suggests a balanced mix.
It uses math to find a mix that aims for a good reward for the amount of bumpiness you accept. You can adjust it, see how it would have behaved in the past, and then save it as the plan.
Like building with blocks: you pick the pieces, snap them together, and end up with something sturdy. If you don’t like it, you rearrange.
- Add a client (or yourself) with a name, risk level, and time horizon.
- Open them and press “Build portfolio”.
- Pick what to include, choose a strategy, and review the results.
- Apply it — Finisdom fills the portfolio so it matches the plan.
Where these numbers come from
The suggested mixes come from the real price history of each investment. It’s a study of the past to guide a sensible plan — not a promise about the future.
Open your clients and build onePart of the Finisdom app — sign in to open it.