---
title: "Stock and ETF research with a German tax view"
description: "Investboard brings per-symbol research on stocks and ETFs, ETF tools for cost, overlap and switch tax, and a watchlist with price alerts into one auditable flow."
canonical: "https://investboard.com/product/research"
language: "en"
modified: "2026-09-22"
author: "Investboard"
---

# Research that reaches into your portfolio.

Investboard Research puts the symbol hub, ETF tools and the watchlist into one auditable flow: understand first, then see cost, overlap and tax.

## Research is the review before holding.

Investboard Research gathers data on individual stocks and ETFs in an auditable view. ETF tools quantify cost, overlap and tax effects, and the watchlist keeps the names you follow in view; none of it is a buy recommendation.

- Research hub with profile, metrics, history and peers.
- ETF tools for cost, overlap, switch tax and alternatives.
- Watchlist and price alerts as information, not recommendations.

## One symbol, one complete picture.

The research hub gathers, per symbol, what otherwise sits scattered across many sources: profile, metrics, history and comparison values in one place.

### Profile & metrics

Company profile and key metrics, plus eight quarters of statements to trace rather than a single end value.

### Valuation & peers

Today's multiples, described rather than judged, and a comparison with listed peers, each with a visible source.

### ETFs from the inside

For ETFs, holdings, weightings, cost and distributions with their German tax context; for each stock, the ETFs that hold it.

## Cost and tax, not estimated but computed.

Four tools quantify what often stays vague with ETFs: ongoing cost, overlap, the tax of a switch and possible alternatives.

### Cost & overlap analysis

The TER as an annual euro drag rather than an abstract percentage, plus an overlap calculator for positions held twice.

### Switch analysis

The full German tax waterfall on the realized sale, with a break-even year from which the switch pays off. On the basis of available data.

### Alternative finder

A cheaper substitute in the same Teilfreistellung category, tradable on DACH exchanges. A pointer, not a recommendation.

## In view, without watching constantly.

A watchlist keeps the names you follow together. Alerts speak up so you do not have to.

### Watchlist

The names you follow with live prices in one place, kept separate from your actual positions.

### Price alerts

Self-set thresholds flag a move. A notification, not a call to action: nothing is executed.

## Frequently asked questions

### Does Investboard Research give ETF or stock tips?

No. Research shows data, metrics and comparison values. The results are context signals, not recommendations to buy, sell or hold.

### Do price alerts trigger automatic orders?

No. Price alerts only inform you about self-set thresholds. Investboard has no order execution.

### What does the switch analysis calculate?

The switch analysis quantifies the tax effect of a sale and shows when lower ongoing costs could mathematically offset a switch. It remains a model calculation.