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 the impact on past performance directly.
Analyse - like a professional - 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.
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.
How do single ETF risks impact your portfolio? The risk return chart provides answers.
It 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.
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.
Active investors can even define more individual alerts. They are able to define signals on portfolio, asset class and single ETF level as well as thresholds.
Enhance your long-term return chances with regular portfolio rebalancing.
Restore your strategic asset allocation with our time-saving rebalancing service. Our system does all the heavy calculations for you and generates a practical order list for your broker.
Investment limit rebalancing keeps your portfolio on track in the market up and down turns. It automatically supports anti-cyclical investment behavior.
Save time doing your market analysis with watchlists and comments for your favourite ETFs. Premium users are able to create unlimited watchlists.
Watchlists are available in the ETF search and allow one click list and chart comparisons.
For analysis purposes, you are even able to combine multiple lists.
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.
You can choose between a 3 months and a 1 year subscription. If you choose a yearly subscription, we offer an attractive discount. 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.