AI Rossbridge Assistant V4

THIS A REPORT WRITER TOOL – TO START, CLICK THE BLUE BUBBLE BELOW AND TELL ROSSBRIDGE WHAT YOU NEED
(UNDER DEVELOPMENT AND NOT TO BE RELIED UPON)

REPORTS
You should input the type of output report you want: Asset Allocation Assistance, Business Analysis, Estate Plan, Investment Analysis, Credit Analysis, Portfolio Analysis or other. (NOTE: in the question, fully describe what you want this report to be).

FINANCIAL INFORMATION
You can paste up financial information provided you use the normal WORD tables with the labels correctly showing and the type of Data correctly heading the table e.g., FORECAST INCOME STATEMENT.  Copy and paste the tables. The structure will be retained albeit it looks like a long string of numbers.

PORTFOLIO AND ASSET ALLOCATION.
The system recognises most asset classes but to be more precise in the calculations try to use these asset classes:
Cash, Gold, Ex US Stock Markets, International Ex-US Small Cap shares, Pacific Shares, 10-year T Notes, REIT, US Stocks, European Stocks, Corporate Bonds, Commodities.

The standard deviation if requested can be input as 2% and inflation as 4% … but in reality if you know what to use you can do so.

another you 10

This is not personal advice as we do not know your circumstances