The product
Not another tracker. Investboard brings mandate, look-through and behavior together in a calm workbench and binds every number to its evidence base. It reads. It does not act.
Allocation inside the bands you set.
ETF overlap made visible.
Cost of tinkering over 12 months.
Long-term, tax-aware, 70/30
A rulebook with cooling-off instead of spontaneous orders.
US concentration across fund wrappers
Look-through across ETFs, stocks and other assets.
Rebalance only on signal
Drift is read against your own mandate.
Investboard is a portfolio cockpit for self-directed investors in Germany. It connects accounts and assets, makes actual risk visible and checks whether the portfolio still fits the investor's own mandate. Investboard reads and frames; it does not trade.
Your mandate is the set of rules you give yourself: target allocation, bands and behavior in turbulent phases. Investboard records what you decided before pressure arrives.
Three world ETFs, and yet the same companies. Look-through dissolves every fund into its real parts: true countries, sectors and overlap. So you see where risk forms before it surprises you.
Read-only access
Investboard reads. It does not act.
No transactions, no account authority. Context, not instruction.
Most tools show the return. Few show what interventions change against the plan. Investboard makes behavior visible and easier to govern.
Investboard is for self-directed investors who define their own strategy but want to review the portfolio more deliberately. It does not replace a broker or investment advice.
No. Investboard works with read-only access and does not execute orders. Signals, rules and analysis remain context; execution stays with you.
A typical tracker counts positions and return. Investboard combines that view with a mandate, behavior rules, German tax logic, research and a check against your own plan.
Three rules are enough to start. The tools grow with you.
01 / Read
Connect accounts, organize wealth, no trading authority.
02 / Check
Bring plan, tax, risk and behavior together.
03 / Stay calm
Delay decisions before the market dictates them.
Screeners, dossiers and comparison tools for held names.
On the label
Three world ETFs, broadly diversified.
In reality
One country. The same companies.