Daily Archives: November 2, 2016

Link a portfolio with a financial target in T-Advisor

We usually write about how to create a portfolio, how to manage it, where to invest or how to include changes in our investments. That’s fine, but we cannot forget that we build and manage a portfolio to reach a financial goal. It can be to buy a house or a car, to save for holidays or the studies of our children or just because we look for a higher return or diversifying our wealth.

T-Advisor last upload tries to cover that point. We have already written about our investment planner, but we missed in that moment a point in which we have work later: how to link that plan with your personal portfolios. You can do it now with a simple click. We explain it easily at the beginning of this video:

Video about linking portfolios and financial goals

A bar reports also if you are on track to reach the target. A relevant point is that you obtain a list of several figures about your goal and its balance. The system is also flexible, because it implements two tools:

  • An edition tool to change the portfolio linked with your goal at anytime.
  • A chart to compare your current portfolio allocation with the ideal portfolio allocation for your goal obtained in the planner.

Comparison of portfolio allocation in investment planner

Investments must have a meaning, because nobody invests for nothing. We all have dreams and aims to satisfy and they need money to be accomplished. Investment is a way, but smart investors need the right tools to obtain them successfully. T-Advisor has developed these tools to complete the global process, so that any individual can plan their goals and assign a strategy to achieve it. Now it is your time. What are you waiting for?