---
title: "Portfolio Cockpit for Analysis & Strategy"
description: "Investboard connects accounts and assets, analyzes ETFs, risk and tax, and measures daily how well your portfolio fits your investment strategy."
canonical: "https://investboard.de/en/produkt"
language: "en"
modified: "2026-08-25"
author: "Investboard"
---

# Portfolio and strategy. One connected system.

Investboard connects your accounts, looks through funds to each holding and measures the portfolio against your personal investment plan every day.

## One system. Three decisive questions.

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.

- Write down the plan before the market creates pressure.
- Trace funds, risk and tax back to their source.
- See drift early and make calmer decisions.

## System map

### [01 · Strategy](https://investboard.de/en/produkt/strategie)

**Set the mandate**

IPS, goals, bands and rules as a living review frame.

### [02 · Analysis](https://investboard.de/en/produkt/analyse)

**See reality**

Fund look-through, net worth, dividends and tax logic.

### [03 · Markets](https://investboard.de/en/produkt/markt)

**Frame markets**

Macro, earnings and watchlist as a calm market map.

### [04 · Research](https://investboard.de/en/produkt/research)

**Review holdings**

Screeners, dossiers and comparison tools for held names.

### [05 · Insights](https://investboard.de/en/produkt/insights)

**Ask questions**

Explainable AI over real data, without invented figures.

### [06 · Behavior](https://investboard.de/en/produkt/verhalten)

**Keep discipline**

Cost of intervening, journal, cohort and household.

## Write down the plan before the market tests you.

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.

### Investment mandate (IPS)

Eight questions become a binding rulebook, not a PDF in a drawer.

### Mandate rules

If-then commitments checked against real signals from your portfolio.

### Cooling-off

A self-chosen waiting period blocks strategy edits made in the heat of the moment.

### Goals, FIRE & Monte Carlo

Scenarios computed with German tax, not a gross estimate.

[See mandate & strategy](https://investboard.de/en/produkt/strategie)

## Do not just see what you own. See what it means.

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.

### Look-through

Every fund dissolved into its real holdings: true geography, sectors and single-stock concentration.

### Overlap

How much your ETFs overlap, with the shared top holdings.

### Net worth & dividends

Accounts, property, pension and precious metals in one view. Income after tax, not gross.

### Markets & research

Screener, ETF tools and research depth for the names you hold.

[See analysis & look-through](https://investboard.de/en/produkt/analyse)

## Measure what intervention really costs.

Most tools show the return. Few show what interventions change against the plan. Investboard makes behavior visible and easier to govern.

### Behavior command center

A status ladder that grows quieter in a crisis, with your own note to a calmer self.

### Cost of intervening

Your portfolio against a ghost portfolio that never intervened, priced in euros.

### AI insights

Auditable rules plus an AI chat over your real data, never invented figures.

### Cohort comparison & household

You against anonymous peers, and investing as a household, not an individual.

[See behavior & insights](https://investboard.de/en/produkt/verhalten)

## Frequently asked questions

### Who is Investboard for?

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.

### Can Investboard trade in my account?

No. Investboard works with read-only access and does not execute orders. Signals, rules and analysis remain context; execution stays with you.

### How is Investboard different from a portfolio tracker?

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.