How do I set preferences for my portfolio in fintwit.ai?

To set preferences for your portfolio in fintwit.ai, follow these steps:

1. Go to the "Portfolio" page.

2. Click on the "Set Preferences".

3. In the "Preferences" modal, you can set the following options:

   • Risk Tolerance: This determines how much risk you are willing to take with your portfolio. Low risk indicates a preference for safer, blue-chip stocks, while high risk indicates a willingness to invest in potentially volatile but high-growth stocks.

   • Investment Horizon: This determines the time frame in which you plan to hold your investments. Short-term refers to less than 3 months, medium-term refers to 3 to 6 months, and long-term refers to more than a year.

   • Investment Style: Your investment style reflects your strategy and goals as an investor. Value investing involves buying underpriced stocks, growth investing involves buying high-growth potential stocks, and income investing focuses on stocks that pay regular dividends.

   • Fundamental: Fundamental Score indicates financial health of a company. A score of 9-10 implies Excellent, 7-8 implies Above Average, 5-6 implies Average, 3-4 implies Below Average and 0-2 implies Poor

   • Technical: Technical Score evaluates stocks based on technical indicators. A score of 9-10 implies Excellent, 7-8 implies Above Average, 5-6 implies Average, 3-4 implies Below Average and 0-2 implies Poor

   • Economic Sensitivity: This determines how a stock’s price tends to move in relation to economic cycles. Cyclical means highly co-related and Non-Cyclical indiciates no or very less correlation

   • Sector: Your sector preference indicates the sectors you are interested in investing in

   • Market Cap: Your market cap preference refers to the size of the companies in which you prefer to invest

   • Portfolio Diversification: This determines how your portfolio is allocated across different sectors, risk levels and geographic regions.

   • Custom Prompt: You can enter custom preferences in words that will be used by AI to further personalize your recommendation.

4. Once you have set your preferences, click on the "Save" button.