Money Management Software - Build Yourself a Perfect Investment Portfolio

Try our stock market for beginner's money management software to build yourself a perfect investment portfolio - a mix of stocks, bonds and other investment products.

Portfolio Builder was designed to help you build perfect investment portfolio, according to your unique saving goals, yields expectations, risk tolerance and time horizon. You only have to answer eight simple questions and click the button 'Build Portfolio Now'. You can expect strategic asset allocation as a result.


Money Management Software - Questionnaire

Money Management Software

Please, be aware, that our money management software - 'Portfolio Builder' can only produce good results if all the necessary data is entered in the system. It is essential to have a clear understanding of your financial situation to provide you with investment advice in the most effective way. This may include understanding your personal (sensitive) data, such as current financial situation, consolidated wealth, as well as your investment horizon and appetite for risk.

1. What time horizon would you be comfortable with when investing?
-- Missing answer!!! --

Less than 3 years
3 - 5 years
6 - 10 years
11 years or more


2. What is your saving goal?
-- Missing answer!!! --

To purchase property in which I intend to live
To purchase superior goods (holiday home, motor, boat)
Pension
The needs of children
To buy a car
To finance the ongoing needs
Without any concrete financial target


3. Which of these portfolios would you prefer to hold for the period of one year?
-- Missing answer!!! --

Move your mouse over the image and click on it to select appropriate choice.
If you change your mind after selection, you can RESET the answer.

Money Management Software - Risk/Return Trade-Off Portfolio A Portfolio B Portfolio C Portfolio D Portfolio E

4. How long you are willing to tolerate a negative return on a portfolio before you will decide to dispose the investment?
-- Missing answer!!! --

Less than 3 months
Up to 6 months
Up to 1 year
Up to 3 years
More than 3 years


5. Which volatility pattern are you most comfortable with?
-- Missing answer!!! --

Move your mouse over the image and click on it to select appropriate choice.
If you change your mind after selection, you can RESET the answer.

Money Management Software Volatility Pattern Portfolio A Portfolio B Portfolio C Portfolio D Portfolio E

6. Your financial situation (such as cash savings, real estate owned, job security) is:
-- Missing answer!!! --

Very Good
Good
Satisfactory
Bad


7. Are you an experienced investor?
-- Missing answer!!! --

Very experienced
Somewhat experienced
No experience at all


8. The amount that you want to invest:
-- Missing answer!!! --

Less than $10,000
$10,001 - $30,000
Over $30,000


Your email address:

By entering your email address you will subscribe to FREE Stocks-For-Beginners.com newsletter, where you can find useful information regarding stock market investing. If you would like to unsubscribe, you can do it anytime by a single click in the email received.

Build Portfolio Now!

 

Back from Money Management Software to How to Invest in Stock

Back from Money Management Software to Best Online Trading Site for Beginners home page