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What are the assumptions of StashAway’s financial advisory algorithm?

StashAway will recommend a level of risk for each of your goals, based on your timeline, personal risk preferences, financial situation, and financial knowledge and investing experience. For goals with longer timelines, StashAway will recommend higher-risk portfolios compared to  goals with shorter timelines that would recommend more balanced portfolios.

 

If you decide to create a portfolio through StashAway’s “general investing” option, the platform will inform you in the case you take more risk than you initially declared you wish to take with us.

 

For both goal-oriented investing and general investing portfolios, the platform will cap the maximum risk you can take if you indicate to us that you do not have sufficient financial knowledge or investing experience, or that your financial situation is not solid.

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