The AI portfolio analysis can be found directly under your position list in the mobile app and in the webapp.
Please note that a lot of data has to be evaluated and compared during the initial analysis!
This may result in longer waiting times!
After a successful analysis, you can use the "Show more" button to view the more detailed analysis.
We differentiate between 4 main areas in the analysis:
1. Diversification:
How diversified is your portfolio in terms of asset classes, market capitalizations, sectors, currencies and countries?
2. Risk:
How volatile is your portfolio and how risky are your asset classes?
3. costs:
What are the real and hidden costs of your portfolio?
4. macroeconomics:
How does your portfolio behave in different market phases and under different key interest rates?
You have 15 analyses per month as a premium user. The attempts are automatically reset in the new month.
Note on data protection:
At no time are absolute portfolio holdings or personal data transmitted. The analysis cannot be traced back to the specific account; only the ISIN, the percentage weighting of the position, market capitalization, geographical location of the security and the sector and industry of the security are transmitted.