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  1. User guide
  2. Digital Advisor

Selecting an Investment Model

Select a suitable investment model

PreviousGetting StartedNextPortfolio Tab

Last updated 4 years ago

Once you have created a new trading account that was approved by the clearing firm, the next step is to select a model that suits your investment preferences and risk tolerance. These models are defined by your broker, each model representing a collection of securities with a certain target weight in the portfolio (the weight may fluctuate within a pre-defined threshold as security prices are changing).

When you click on a model, a confirmation window will appear, enabling you to verify that this model should be used to manage your portfolio. Click Confirm.

Once the model has been selected, you will immediately be re-directed to the Portfolio tab that gives you an overview of your portfolio: it shows the current market value of the portfolio, its returns over different time periods as well as the breakdown of the portfolio by different asset classes: