Plan and simulate ETF portfolios with ease. Step by step, the strategy builder guides you to a globally-diversified portfolio. After defining the degree of risk within your portfolio, you choose from different templates for equity, bond and commodity strategies.
With the professional mode, you create any individual ETF strategy you like. We also provide strategy templates in this mode. We tried to make the ETF selection as comfortable as possible with numerous search filters and comparison options.
Our system supports portfolios in euro (EUR), Swiss francs (CHF), British pounds sterling (GBP) and US dollar (USD).
For the execution of your plan portfolios numerous calculations are necessary. Our software does it for you. You receive a convenient order list and have all factsheets and KIIDs as download package available.
Ease your daily work and create model portfolios as templates. Structure effortless new client portfolios and individualise them at will.
Take advantage of proven investment strategies as model portfolios. Besides own model portfolios, justETF also provide a selection of third party strategies.
Improve your decision making with historic return simulations of portfolio strategies.
Simulate the performance on portfolio, asset class or ETF level. Do changes to your planned allocation, and see directly the impact it had on past performance.
Individualize PDF reports with your own logo. Create PDF reports for planned portolios including order list for clients.
Export analysis charts as image for your own reports and documentation.
Analyse your performance on portfolio, asset class and ETF level along freely defined time periods. The analysis is presented with meaningful line and bar charts.
Take advantage of time-weighted return calculations including and excluding fees, taxes and dividends.
The risk cloud sets the risk and return of all portfolio positions and the portfolio itself in relation in one chart. This chart is also available in the planning mode and ETF search.
Compare effortless the return of your different portfolios and simulate different ETF strategies. All your portfolios are available as benchmark. You can also use equity indices such as the MSCI World for comparisons.
Even comparisons with interest rates are possible.
Our software monitors your portfolio on a daily basis and informs you about any undesired changes. Individually defined investment limits on asset class or single ETF level make it possible and empower easy rebalancing.
In addition, you are able to define signals on portfolio, asset class and single ETF level as well as thresholds.
By default, we save the strategic asset allocation of any portfolio. The rebalancing service calculates all necessary buy/sell orders to reallocate your portfolio.
The transaction-based portfolio management system allows you to create your past transactions and edit them anytime. The virtual book-keeping provides the flexibility to just simulate ETF strategies or track the development of your real account.
Especially helpful is the automatic booking of planned orders, dividend payments and savings plan rates.
All transactions are available as excel download.
If you do not cancel your subscription plan, it will automatically be renewed for the selected term. The cancellation period is 5 days prior to the end of the selected term. All prices are including applicable VAT.
No. By signing up for justETF Professional under www.justetf.com/ch-en/pro/registration.html you are taking advantage of a 30 day free trial. The test period ends automatically after 30 days.