Portfolio Assistant

Our Portfolio Assistant Helps You Determine Your Investment Risk Tolerance and Helps You Create a Well-balanced and Profitable Portfolio

Risk Assessment

  • 13 Simple questions can be answered in less than five minutes
  • Discover your ability to handle risk (or not)
  • Build your portfolio within your comfort levelBuild your portfolio within your comfort level

Overview

  • Complete snapshot of your stock and cash holdings
  • Recommendations based on your risk tolerance level
  • Step-by-step guidance for you to build a well rounded portfolio

Base

  • Successful investing starts here! We guide you to build a solid portfolio base with specific stock recommendations that are safe and secure
  • Dividend stock recommendations are included
  • Know at a glance if you need to add stocks to this category and click through to find winning stocks
  • If a reduction is in order, you will know exactly how many shares to sell

Growth

  • An integral part of a portfolio that requires expertise!
  • We rank your current holdings based on our North Star guidance system carefully analyzing which stocks for you to keep or sell
  • If you don't own enough shares of stock in this category you will be guided to find winning stocks to buy
  • At a glance see the performance of your holdings based on your purchase price

Accelerate

  • Only available to above average or high risk investors
  • To reap BIG rewards in the stock market risk is required
  • We guide you to know exactly how much money to commit to this category
  • You are shown winning stocks that fit the accelerate criteria
  • Click on any stock name in Portfolio Assistant to instantly access the stock chart, North Star guidance score as well as the financial, fundamental and technical indicators

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