---
title: "ETF and stock screener with a German tax view"
description: "Investboard combines per-symbol research, ETF and stock screeners, saved searches, portfolio overlap and German tax logic in one research system."
canonical: "https://investboard.de/en/produkt/research"
language: "en"
modified: "2026-08-25"
author: "Investboard"
---

# Research that reaches into your portfolio.

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

## 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.

- Research hub with profile, metrics, history and peers.
- ETF and stock screeners with saved searches.
- ETF tools for cost, overlap, switch tax and alternatives.

## 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.

## 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.

## 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.

## Frequently asked questions

### 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.