Investboard …
Portfolio Builder by Investboard
Your goals become named investments and target weights. Understand how they fit together with Investboard’s portfolio intelligence, then refine your portfolio in conversation with AI.
Four approaches, your own brief
1 / 4Market Index
Participate in broad markets without selecting individual stocks.
Measured analysis is being prepared for this edition. You can already inspect the composition and its trade-offs.
A global equity core, two distinct bond roles and an actual cash reserve. Each holding has a defined job.
IE00BK5BQT80
Broad developed and emerging equity markets.
Equity and currency losses; large and mid-sized companies only.
IE00BDBRDM35
Global investment-grade bonds hedged to EUR.
Interest-rate and credit losses remain despite currency hedging.
IE00B3FH7618
Short euro government bonds, separate from cash.
A bond fund can lose value and is not a guaranteed deposit.
Cash in the portfolio's base currency, separate from investment funds.
Inflation reduces purchasing power; no interest rate is assumed.
Market losses remain possible. Currency hedging does not remove interest-rate or credit risk.
Illustrative weights, no performance promise. Research as of .
Several ETFs can hold the same businesses. Investboard looks inside equity funds to show where company exposure repeats.
A retained measurement is currently unavailable for this chapter. No analytical value is estimated or presented as zero.
Different names do not automatically mean different behavior. Historical correlation complements ownership analysis with measured co-movement.
A retained measurement is currently unavailable for this chapter. No analytical value is estimated or presented as zero.
A stock can appear directly and inside several funds. Examining those exposures together reveals company concentration within the measured equity allocation.
A retained measurement is currently unavailable for this chapter. No analytical value is estimated or presented as zero.
AI can read your portfolio, brief and retained analysis, so you can discuss a finding and explore another construction.
Ask which funds hold the same businesses. The answer refers to your retained analysis.
Review proposed weights or a new instruction. You confirm before another variant is built.
See which holdings, weights and comparable measurements changed. Earlier versions remain available.
Develop your portfolio
8 €
Once if you buy, including applicable taxes.
Prepare your brief and starting point for free. Review everything before buying.
Prepare my portfolio →AI assistance has a bounded allowance. Premium includes the app Builder with a higher allowance. Individual measurements depend on available data.
You can prepare your brief and starting point for free. Purchase and generation are not yet open.
The Portfolio Report examines your actual holdings from broker CSVs. The Builder creates a hypothetical proposal from your instructions. Each costs €8 once and is purchased separately.
Explore the Portfolio Report →Your Investboard account retains purchased reports without a subscription. For ongoing tracking and analysis, you can later use the Platform and AI Toolkit in Premium.
Compare Free and Premium →Hypothetical portfolio proposals and historical data do not promise future results. Building a proposal executes no trades and changes neither your actual holdings nor your signed mandate.
Four approaches, your own brief
1 / 4Market Index
Participate in broad markets without selecting individual stocks.
Measured analysis is being prepared for this edition. You can already inspect the composition and its trade-offs.
A global equity core, two distinct bond roles and an actual cash reserve. Each holding has a defined job.
IE00BK5BQT80
Broad developed and emerging equity markets.
Equity and currency losses; large and mid-sized companies only.
IE00BDBRDM35
Global investment-grade bonds hedged to EUR.
Interest-rate and credit losses remain despite currency hedging.
IE00B3FH7618
Short euro government bonds, separate from cash.
A bond fund can lose value and is not a guaranteed deposit.
Cash in the portfolio's base currency, separate from investment funds.
Inflation reduces purchasing power; no interest rate is assumed.
Market losses remain possible. Currency hedging does not remove interest-rate or credit risk.
Illustrative weights, no performance promise. Research as of .
Several ETFs can hold the same businesses. Investboard looks inside equity funds to show where company exposure repeats.
A retained measurement is currently unavailable for this chapter. No analytical value is estimated or presented as zero.
Different names do not automatically mean different behavior. Historical correlation complements ownership analysis with measured co-movement.
A retained measurement is currently unavailable for this chapter. No analytical value is estimated or presented as zero.
A stock can appear directly and inside several funds. Examining those exposures together reveals company concentration within the measured equity allocation.
A retained measurement is currently unavailable for this chapter. No analytical value is estimated or presented as zero.
AI can read your portfolio, brief and retained analysis, so you can discuss a finding and explore another construction.
Ask which funds hold the same businesses. The answer refers to your retained analysis.
Review proposed weights or a new instruction. You confirm before another variant is built.
See which holdings, weights and comparable measurements changed. Earlier versions remain available.