Investboard …
01 Strategy and mandate
Choose one of four clear base strategies and immediately see its principle, allocation, and deliberate price. Then create your account and review stress, purpose, and mandate in protected onboarding.
Base strategy
Principle, target allocation, and deliberate tradeoff sit side by side.
Product page
Account and stress
The choice stays ready. After account creation, purpose, horizon, and possible euro drawdown become concrete.
Onboarding
Portfolio and mandate
After signing, portfolio connection reveals target, actual, drift, and portfolio-dependent rules.
After import
The product page asks for exactly one decision: the base strategy. Account creation, concrete stress, purpose, and signature follow in onboarding. Target versus actual, drift bands, constraints, and documented changes wait for real portfolio data.
The product page deliberately limits the first choice to four legible cores. Each states where returns should come from, which discipline it requires, and what it costs. The wider strategy space opens in the app afterwards.
Core Satellite is therefore not a fifth base strategy. You choose the core first and review its concrete stress after account creation. Later, any strategy can receive a capped satellite with explicit entry, exit, and rebalancing rules.
After account creation, objective mode, horizon, and accepted stress complete the choice. After signing, the draft becomes a strategy workbench: more strategies, more precise rules, and real portfolio data instead of further guesses.
The decision
The best strategy is not the most exciting. It is the allocation you can still hold in a drawdown.
Investboard makes the consequence visible. The decision remains yours.
The product page compares four base strategies and their illustrative allocation without an account. Stress, purpose, and signature follow after account creation. The app later expands the draft with five risk profiles, real portfolio data, and a controlled satellite budget. Model values are not a personal recommendation, forecast, or investment advice.
No. The four base strategies keep the first choice comparable. After onboarding, the wider strategy catalogue, five risk profiles, and additional portfolio-dependent settings become available.
The selected base strategy is held once for account creation. After residence and terms, onboarding resumes with that choice and continues through purpose, horizon, stress, review, and signature.
No. Investboard makes legible approaches, allocations, and consequences comparable. You choose the starting point and review it again before signing.
No. The amount is a conservative model estimate based on a documented volatility assumption. It makes a possible strain tangible but does not predict a future loss.
No. You draft and review the core mandate first. The portfolio is connected later so portfolio-dependent questions rely on real data rather than guesses.
Choose a core and inspect its allocation. Account creation, stress, and mandate review follow in protected onboarding.
Market Index · balanced
€100,000 → € 75,325
The core sets the plan. A satellite may complement it later, but never replace it.
Target / actual
after connection
Drift band
in mandate
Review
documented
Modelled temporary drawdown: −€ 24,675