With the 2.54.0 update, an AI portfolio analysis is now also available at getquin!
This function is currently in an open beta phase and will therefore still undergo some changes and adjustments.
The AI portfolio analysis can be found directly under your position list in the mobile app.
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?
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.