Zum Hauptinhalt springen
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.
DEEN
Sign InBeginCreate account
Knowledge
ArticlesGlossaryTax calendarMethodology

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.

Start freeView Demo

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
GDPR data protection
Encrypted in transit
EU hosting

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.

© 2026 Investboard GmbH. All rights reserved.

Imprint·Privacy Policy·Terms of Service·Cookie Policy
DE|EN

Investboard · Knowledge

Knowledge that explains.

Practical explanations of taxes, ETFs, retirement and financial independence. Clear and easy to follow.

Articles

Long-form explainers, ordered by topic.

26 articles

Glossary

Financial terms from A to Z, explained in one sentence.

Look up

Tax calendar

Deadlines and dates, before they fall due.

2026

Behavior & discipline

The costliest gap in your portfolio is behavior.

Investment discipline does not happen on its own. These pieces explain why investors fall behind their own strategy, and how rules you give yourself close the gap.

The behavior gap: why investors lag behind their own strategy

The most expensive line item in a portfolio is rarely the market, but the distance between the return of a strategy and what the investor actually keeps from it through their own timing.

7 min read

The quiet cost of tinkering

Why frequent reshuffling costs return, and what a calm portfolio preserves.

3 min read

Panic selling: what truly helps in a crash

Why selling in a panic usually locks losses in, and what the evidence describes as a calm counterweight.

7 min read

Recently published

The newest pieces.

Cooling-off: the deliberate pause before every decision

Why a short, pre-set waiting period lets the hot impulse cool and gives calm reflection back the room that arousal takes from it.

7 min read

Why doing nothing is often the best decision

For most investors, trading less beats trading a lot, because activity feels productive but as a rule it costs return.

7 min read

Loss aversion and mental accounting: the costliest thinking errors

How the research of Kahneman, Tversky and Thaler explains the two deepest thinking errors that quietly cost investors return, and how you can recognise them.

7 min read

By topic

From taxes to financial freedom.

FIRE & freedom

View all

FIRE in Germany: the complete guide

Planning financial independence under the German tax burden

15 min read

The 4% rule in Germany: why 3.5% is more realistic

The Trinity Study meets the Abgeltungsteuer

10 min read

Coast FIRE explained: when can you stop saving?

Compound interest does the work

Methodology

Every number is traceable. We show the formula, not just the result.

How we calculate

From knowledge to clarity

See taxes, dividends and allocation for your whole portfolio in one place.

Get started freeView demo

The investment mandate: rules you give yourself

The Investment Policy Statement, translated for the self-directed investor: a set of rules you write yourself, to bind today's calm mind to tomorrow's stressed one.

7 min read
View all
11 min read

Strategy & portfolio

View all

ETF overlap: why MSCI World + S&P 500 is not diversification

Why popular index combinations offer less spread than you would think.

5 min read

Dividends after tax: what actually lands in your account

The full tax chain, from the gross dividend to the net amount.

6 min read

Taxes & allowances

View all

Vorabpauschale 2026: what ETF investors need to know

Basiszins, calculation and practical tips on the Vorabpauschale for accumulating ETFs.

7 min read

Optimise your Sparerpauschbetrag: splitting the Freistellungsauftrag correctly

How to make the most of your EUR 1,000 allowance across several custody accounts.

6 min read

Retirement

View all

Calculating the pension gap: what the gesetzliche Rente does not cover

Work out your personal provision need realistically

9 min read

Building an emergency fund: how much, where to keep it, how fast?

The foundation of every solid financial strategy

7 min read

Equity for a property: savings plan and timeline

Saving systematically toward a home purchase

9 min read

Family & generations

View all

Opening a Junior Depot: the complete guide for parents

Step by step to a securities account for your child

10 min read

NV-Bescheinigung for children: save tax from day 1

Make your child's investment income tax-free up to the allowance

7 min read

Schenkungsteuer: making the most of the EUR 400,000 allowance

Give tax-free every 10 years: how to do it right

9 min read