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Invest like the best

Published on 23/02/2022

We’ve just dropped our Portfolio Builder adding the next level of features to help our users develop a professional framework around their investments.

When professionals tackle investing, they do so by looking at the big picture. It’s not the performance of one single stock over a day or a week, it’s how all your stocks perform together over the course of many years within a portfolio.

And, because of our team's foundation (yep, that’s right: running a $4bn hedge fund), this is the way the Portfolio Builder tackles your portfolio too: like a pro.

How does it work?

You have done the research and analysis, you have seen the insights, you have built your Ideas and now you can build your Portfolio Blueprint.

We have called it a “Blueprint” because we see this stage as an architect would when designing a house. This is the foundation, the schema, the plans from where you can start to build your wealth.

Taking the Ideas you have developed you add these into your Portfolio and Upside’s clever AI engine calculates the different ways those names could interact, based on historical performance. We have included a risk calculator too, allowing you to set a risk level that suits you.

Let's talk risk

Once you’ve added in all the Ideas you want, you can change the risk settings, depending on how you feel. Risk is a highly personal thing - one person’s excitement is another fear, just like sky diving.

You’ll be able to see the historical performance of your portfolio as well as the correlation, max. drawdown and volatility - all key stats to every professional portfolio manager. Not sure what these terms mean? Don’t worry, you’re not alone. Our Upside Academy team have this covered for you - education is all part of the Upside app experience - just hit those information buttons to learn more.

Environment matters

And, for those of you who are interested in a sustainable approach, you’ll be able to see how well you rate across environmental, social and governance factors too. Taking care of your money, whilst you take care of the planet and the people in it is something we really care about at Upside.

Not sure what ESG is? Check out some of our past blogs on this topic.

Cashing In

We also introduce the concept of adding cash to your Portfolio. Adding cash allows you to leg-in to positions, keeping some cash back so you can invest further as it moves in the market. You can watch our handy video on having cash in your portfolio here.

The inclusion of the Portfolio Builder takes us one step closer to giving you a view into what the pros do when they invest. Investing takes time, it’s not a dopamine rush to the trading line, a life riddled with ‘what-ifs’ and ‘oh no’s’. It’s measured, considered and is proven to work. As we say around here, there’s a science to being right.

Upside Technologies Limited
33 Broadwick Street
London
W1F 0DQ

Company number: 11228711
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