SIGNED MANDATE
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Portfolio intelligence for self-directed investors
Investboard connects your accounts, looks through funds to each holding and measures the portfolio against your personal investment plan every day.
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The idea
Does my portfolio still fit my plan? What do I actually own inside my funds? And what does frequent intervention cost? Investboard brings these questions into one surface and binds every answer to its evidence base.
The mandate
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.
Understanding
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.
One system for your wealth
Mandate, portfolio and behavior in one view.
Every account connected, risk looked through and drift measured daily against your personal plan.
Discipline
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.
Follow how mandate, look-through and behavior work together across the same portfolio.
14-day free trial · no credit card · every account in one view
6 accounts · 24 holdings · EUR
Your Equities weighting is 3,0 pp above target.
All corridors respected
The active version of your self-authored mandate, including its signature, rules, and amendment history.
Version
Terms marked Rule are read by Investboard on an ongoing basis: checks, notices and refusals rest on them. Terms marked Context are recorded by this mandate and nothing acts on them.
I manage the complete investable portfolio for wealth building over 18 years.
The active version remains traceable to its original signature and every later amendment.
Mandate amended
Mandate created
Each row is a holding's weight across all the funds it sits in: the true spread. Select with Tab and the arrow keys.
| Position | Weight | In which funds | Sector | Value |
|---|---|---|---|---|
| Technology28,0 % | ||||
| Microsoft Corp.US5949181045 | 5,4 % | in 2 funds | Technology | 36.953 € |
| Apple Inc.US0378331005 | 4,9 % | in 2 funds | Technology | 33.532 € |
| NVIDIA Corp.US67066G1040 | 4,3 % | in 2 funds | Technology | 29.426 € |
| SAP SEDE0007164600 | 3,1 % | in 2 funds | Technology | 21.214 € |
| + 41 further holdings | 4,0 % | spread across several funds | – | 27.373 € |
| Financials15,0 % | ||||
| Allianz SEDE0008404005 | 3,2 % | in 2 funds | Financials | 21.898 € |
| JPMorgan ChaseUS46625H1005 | 2,9 % | in 2 funds | Financials | 19.845 € |
| Munich ReDE0008430026 | 2,4 % | in 2 funds | Financials | 16.424 € |
| + 28 further holdings | 3,0 % | spread across several funds | – | 20.530 € |
| Industrials14,0 % | ||||
| Siemens AGDE0007236101 | 3,4 % | in 2 funds | Industrials | 23.267 € |
| Schneider ElectricFR0000121972 | 2,5 % | in 2 funds | Industrials | 17.108 € |
| + 35 further holdings | 4,7 % | spread across several funds | – | 32.163 € |
| Health care12,0 % | ||||
| Novo NordiskDK0062498333 | 2,9 % | in 2 funds | Health care | 19.845 € |
| Roche HoldingCH0012032048 | 2,4 % | in 2 funds | Health care | 16.424 € |
| + 31 further holdings | 4,0 % | spread across several funds | – | 27.373 € |
| Consumer11,0 % | ||||
| Amazon.comUS0231351067 | 3,3 % | in 2 funds | Consumer | 22.583 € |
| LVMHFR0000121014 | 2,1 % | in 2 funds | Consumer | 14.371 € |
| + 29 further holdings | 3,5 % | spread across several funds | – | 23.951 € |
| Communication8,0 % | ||||
| Alphabet Inc.US02079K3059 | 3,1 % | in 2 funds | Communication | 21.214 € |
| + 22 further holdings | 4,0 % | spread across several funds | – | 27.373 € |
| Energy7,0 % | ||||
| Shell plcGB00BP6MXD84 | 2,2 % | in 2 funds | Energy | 15.055 € |
| + 18 further holdings | 3,8 % | spread across several funds | – | 26.005 € |
| Materials5,0 % | ||||
| BHP GroupAU000000BHP4 | 1,8 % | in 2 funds | Materials | 12.318 € |
| + 14 further holdings | 2,5 % | spread across several funds | – | 17.108 € |
Your portfolio finished 4.7 percentage points ahead of the benchmark.
Cumulative time-weighted return · external cash flows neutralized
Screeners, dossiers and comparison tools for held names.
No action required.
The modest equity overweight comes mainly from market gains. Your next scheduled review is 1 October.
Originally signed by
Signature
Signed on
Last amended
Next formal review
Accepted trade-offs
I invest with the Moderately aggressive risk profile.
I carry an interim decline down to –30%.
I hold this mix, each class within its band:
Equities
Bonds
My rebalancing: Calendar review. Applied as defaults: annual review, drift band ±5 %, cooling-off: Soft friction. Investboard surfaces deviations and never trades.
Commitments
Equity drawdown 20% · Hold
Ich halte die Soll-Allokation und prüfe zuerst meine Regeln, bevor ich etwas verändere.
Crisis note
“Volatilität ist der Preis meines langfristigen Plans. Ich prüfe zuerst meine Regeln und handle nicht aus Angst.”
Alternatives
Cash
Values marked (default) were set by Investboard, not chosen by you. For the remaining figures, anything you did not adjust yourself is likewise preset.