All ideas

Investment Strategy - Diversification & Goals

It would be great to be able to create an investment stategy, whether that be High Growth, Conservative, Defensive etc etc... Then to also be able to allocate custom percentage goals for varius Industries, Sectors, Currencies etc so that you can view a protfolios diversification report for instance and see where you are within range or out of range easily based on the set goals. You could take this further and get the AI to suggest what adjustments could be made to your portfolios to meet your investment strategy allocations.