Moka is a goal-based saving and investing platform. Having a goal will motivate you to save, and it also gives us some important information about how we should invest your money, including what kind of account makes the most sense for you and what strategy we should use.
When you create a Moka account, we ask you a couple of questions so that we can select a risk profile that's a good fit for you. We also ask you to create a first goal: What do you want to achieve and how much do you want to save and invest by a certain date? You can create a maximum of 10 goals.
You can modify your goals at any time in the application:
Log in to your Moka application;
Under the Overview section, select the goal you'd like to modify;
A new window will open. Select the "..." button in the top right corner;
Then select Goal details;
Change your goal details to whatever you want them to be!
Since your goals play an important role in the way your money is invested, changing the details of a goal may also lead to a change in the portfolio associated with that goal. For this reason, some changes will trigger a message to your portfolio manager.
At Moka, we'll make achieving your goals easier than this: