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Do you provide goals-based investing?
Yes, QuietGrowth provides a feature-rich service for your goals-based investing. You can set up multiple risk-portfolios in your account to achieve various investment goals.
You can create a separate portfolio for each of your investment goals. Depending on the nature of the goal, you can choose a risk score for that portfolio. For example, let's say you have created a portfolio towards your kid's education. If you are risk-averse about this goal because reaching this goal is very important to you, then you can select a lower-risk portfolio.
You can also assign a goal type for a portfolio. Some examples of a goal are education, house, and retirement. Goal attributes such as target amount and target date can also be added.
Watch our short demo video for the feature: Create a portfolio having an investment goal.
Watch our short demo video for the feature: Add goal to an existing investment portfolio.