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Research
  1. 01 Research hub
  2. 02 Screener
  3. 03 ETF tools

02 Understanding · Research

Research without tips. Analysis without a sales agenda.

Investboard Research puts the symbol hub, screeners and ETF tools into one auditable flow: filter first, then see cost, overlap and tax.

Per-symbol researchScreener with filtersTax quantified
Investboard

Review bench

Illustrative example

Screen saved

Matches42
TER < 0.20%physicalDACH-listed
ETF comparison
TER/year
€120
Overlap
31%
Switch tax
€410
Break-even
Year 4

No recommendation. A review bench that puts cost and tax into numbers.

Evidence

Research hub

Profile, metrics, history and peers sit together per symbol.

Evidence base

Screener

ETF and stock filters can be saved and repeated.

Reproducible

ETF tools

Cost, overlap, alternatives and switch tax are quantified.

No tips

Short answer

Research is the review before holding.

Investboard Research gathers data on individual symbols, ETFs and stocks in an auditable view. Screeners and ETF tools help you understand cost, overlap and tax effects; they do not give buy recommendations.

  1. 01Research hub with profile, metrics, history and peers.
  2. 02ETF and stock screeners with saved searches.
  3. 03ETF tools for cost, overlap, switch tax and alternatives.
01Research hub

One symbol, one complete picture.

The research hub gathers, per symbol, what otherwise sits scattered across many sources: profile, metrics, history and comparison values in one place.

Profile & metrics
Company profile and key metrics, plus eight quarters of statements to trace rather than a single end value.
Insiders, peers & signals
Insider trades, peers and signals on valuation, momentum and quality, each with a visible source.
ETF look-through & earnings
For ETFs, a look-through to the holdings, plus past earnings surprises and analyst grades.
02Screener

From the wide field to a narrow shortlist.

Two screeners narrow the field, one for ETFs and one for stocks. Saved screens make the selection repeatable.

ETF screener
Filter by TER, volume, replication, distributing or accumulating, domicile, Teilfreistellung category and ISIN.
Stock screener
A selection over dozens of fundamentals, so you narrow the field by your criteria, not someone else's.
Saved screens
Once defined, a screen can be saved and reapplied, instead of setting the filters again each time.
03ETF tools

Cost and tax, not estimated but computed.

Four tools quantify what often stays vague with ETFs: ongoing cost, overlap, the tax of a switch and possible alternatives.

Cost & overlap analysis
The TER as an annual euro drag rather than an abstract percentage, plus an overlap calculator for positions held twice.
Switch analysis
The full German tax waterfall on the realized sale, with a break-even year from which the switch pays off. On the basis of available data.
Alternative finder
A cheaper substitute in the same Teilfreistellung category, tradable on DACH exchanges. A pointer, not a recommendation.

Data, not tips

Data, not tips.

Investboard only reads and frames. Nothing is executed.

What is included

The screener is available from Pro, saved screens on Premium. All figures without guarantee, not investment advice.

FAQ
Does Investboard Research give ETF or stock tips?

No. Research shows data, filters and comparison values. The results are context signals, not recommendations to buy, sell or hold.

What can the ETF screener filter?

The ETF screener can account for TER, volume, replication, distribution policy, domicile, Teilfreistellung category and ISIN, among other fields.

What does the switch analysis calculate?

The switch analysis quantifies the tax effect of a sale and shows when lower ongoing costs could mathematically offset a switch. It remains a model calculation.

Examine before you hold.

Open the research hub and the screener.

Start for freeView demo
Screener
Illustrative example
TER

0.07 %

Matches

2,847

Overlap

68 %

Cost/yr

€ 120