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Profile - Coggle Diagram

- - - - Date | ETF Name | Amount | Investment Type | Transaction Type
  - - - If Savings Rule is No
        Tiny drops of water make a mighty ocean
        Start small to get big. Start your savings plan today
      - If Savings Rule is Yes.
        Your Savings Stats
        1M 3M 6M
    - - If No,
        Starting an Investment Journey has never been this easy.
        Portfolio Recommendation for a 3 year Investment
        Have a different time in mind?
        (change time period & see new portfolio)
        ETF Name % Holdiing
        Buy Now
      - If Yes,
        Smart! You have made investments already.
        Check your portfolio performance here
    - - If No,
        People who plan their goals sleep well.
        Dont delay, Do it now!
      - If Yes,
        Awesome! You are a prudent investor. Track your goals here.
    - - If Yes,
        Risk Profile: Balanced
        Risk Questions & Options
        Re-Take Assesmen?
      - If No,
        The 1st step in the Invesment Journey is a Risk Assessment.
        Complete it now
  - - - Risk Profile
        Investment Account
        General Investing
        Savings Rule
        Goal Plannning
    - - Risk Profile
        Savings Rule
        Orders
        Fund Transfers