Smart Investor Assistant
Get Personalised Investment Tool Suggestions in Minutes
The Smart Investor Assistant is a guided decision-making tool designed to help investors quickly identify which tools or features from Streetgains are best suited to their current goals, time availability, and risk profile. Through a five-step interactive question flow, it tailors actionable suggestions without the need for lengthy research or deep financial knowledge. This tool is ideal for both new and experienced users who want to make efficient use of their time and choose from Streetgains' research calls, screeners, model portfolios, or sentiment tools, based on their unique preferences and investment style.
What's your primary goal today?
Why Use the Smart Investor Assistant?
Get matched to tools that fit your investment goals
Save time by avoiding unnecessary features
Reduce overwhelm for new investors
Stay focused with a streamlined user journey
Revisit and refine your path as your needs evolve
Importance and Benefits of Smart Investor Assistant
Personalised Tool Discovery
Instantly match your profile with the right toolset
Efficient Decision-Making
Helps make the most of limited research time
Flexible and Repeatable
Use it anytime your strategy or mood shifts
Beginner-Friendly
Designed for easy navigation with no technical jargon
How to Use the Asset Allocation Tool
Follow these simple steps to calculate the average price of your stock purchases:
Start the tool and answer 5 quick questions about your goal, time, risk, approach, and focus
Review the tailored suggestions generated from your selections
Click to directly access the recommended Streetgains tools
Use the Assistant again as your investment objectives change
Key Terms You Should Know
Decision Tree
A structured series of branching choices used to guide user input
Risk Appetite
Your current willingness to take financial risk
Screener
A tool used to filter stocks based on technical or fundamental criteria
Model Portfolio
A pre-structured portfolio aligned with a certain risk profile or goal
Market Mood Index
A sentiment indicator to gauge short-term market psychology
