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The mandate
StrategyMandate, goals, FIRE and cooling-off.
Discipline
BehaviorPlan fidelity, cost of intervening and cohort.
Insights97 fixed checks, daily briefing, AI chat.
Understanding
AnalysisLook-through, portfolio, net worth and tax.
Exploration
MarketsMacro picture, earnings and watchlist.
ResearchScreener, ETF tools and deep analysis.
View DemoPricing
Pricing
BlogBrowse and filter all articles.CalculatorsTax and savings plan calculators.KnowledgeTaxes, ETFs, dividends, clearly explained.GlossaryFinancial terms from A to Z.Tax CalendarDeadlines and dates for investors.HelpAnswers to common questions.
FAQ
About InvestboardTeam, mission and values.
SecurityData protection and infrastructure.
ContactWrite to us. We respond quickly.
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Investments carry risk. Past performance is not a reliable indicator of future results. Investboard does not provide investment advice within the meaning of § 1 Abs. 1a KWG.

Investboard

Behavioral Wealth Management.

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Product

  • Strategy
  • Analysis
  • Behavior
  • Insights
  • Markets
  • Research

Resources

  • Calculators
  • Knowledge
  • Glossary
  • Tax Calendar
  • Help

Company

  • About Investboard
  • Security
  • Pricing
  • Contact

Product

  • Strategy
  • Analysis
  • Behavior
  • Insights
  • Markets
  • Research

Resources

  • Calculators
  • Knowledge
  • Glossary
  • Tax Calendar
  • Help

Company

  • About Investboard
  • Security
  • Pricing
  • Contact
  • Strategy
  • Analysis
  • Behavior
  • Insights
  • Markets
  • Research
  • Calculators
  • Knowledge
  • Glossary
  • Tax Calendar
  • Help
  • About Investboard
  • Security
  • Pricing
  • Contact
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Investboard is not a financial advisor and does not provide investment advice. All information is for informational purposes only and does not constitute a recommendation to buy or sell financial instruments. Past performance is not a reliable indicator of future results. Please consult a qualified financial advisor for individual investment decisions.

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Our convictions

About us

Understand your investment strategy: clear, independent and to the point.

Founded 2025Hamburg
01Mission

Our mission

Investboard is behavioral wealth management for private investors: it helps you understand your own investment strategy clearly and stay true to it, without noise, without distraction. Sound investment decisions come from understanding, not from haste.

The idea grew from a personal need. As a developer and private investor, what was missing was a tool that organizes portfolio data, makes connections visible and stays radically honest: no upselling, no hidden motives, only clarity about your own strategy.

Investboard is not a trading tool. It is a thinking tool for people who invest for the long term and want to keep their bearings.

02Vision

Our vision

The future of investing is transparent, comprehensible and self-directed. Investboard gives private investors the tools that were once reserved for institutional investors, without complexity, without compromise.

The philosophy

Strategy, not trading. Clarity, not noise.
03Values

Our values

Transparency

Open calculations, no black boxes. Every figure is traceable and verifiable.

Security

GDPR-compliant, encrypted and hosted on servers in Germany. Your data belongs to you.

Clarity

Strategy over noise, context over prediction. We help you understand, not speculate.

Independence

No commissions, no affiliate deals. Investboard is committed to its users alone.

04Philosophy

What Investboard deliberately is not

Investboard is deliberately not a broker, not a robo-advisor and not a news ticker. We do not optimize for clicks or transaction volume, but for understanding and long-term decision quality.

Every feature is measured by whether it creates clarity. Calculations are deterministic and traceable. AI-assisted features provide context, never certainty. Investboard describes, it does not advise, and it accesses your data on a read-only basis. Because sound decisions need honest foundations.

05Behind Investboard

Who builds Investboard

Investboard was created as the tool of a private investor for private investors: not an anonymous startup, but software with a face and a clear set of convictions.

DB

David Bartas

Founder & Engineer

Developer and private investor. Investboard grew from the personal need to see your own portfolio as clearly as an institutional investor does: without trading pressure, without hidden incentives.

06Technology

Technology & infrastructure

Hosting in Germany

All data is stored and processed in the EU (AWS eu-central-1, Frankfurt).

Encryption

TLS for all connections, AES-256-GCM for particularly sensitive data in the database.

Authentication & access

Sign-in via Clerk with JWTs validated by Supabase and Row Level Security per user.

Open foundations

Open-source core components and strict input validation with Zod, for transparency and robustness.

Get to know Investboard

Discover how Investboard helps you understand your investment strategy and stay true to it.

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