Robowise rapid screening

I previously used Robowise and found it was easy to leave and let the automation do its stuff. I found the interface with user was good however there are a few things that would improve the interface and provide a benefit to my personal situation.

It the composition of my Robowise portfolio I feel it would be good to have a filter to allow only those bonds that fit a duration criteria to be selected ie I want to invest in bonds that have a maturity date latest 31.12.2030 for example so I know my portfolio will be fully realised by that date.

This would allow me to set up Robowise Portfolios to match 5 or 10 year intervals in my life where I know what I can expect to realise a set amount of money.

Other filters could be added for the grade of bond ie B++ or better.


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