Invest like the Pros
- Portfolio Analysis -

Optimization

• We support decisions to optimize your portfolio with clear recommendations for new purchases, repurchases, holding, partial sales, and full sales of positions. Thus, we ensure you always have the optimal portfolio with the highest return and minimal risk, continuously tracking your investment strategies and maximizing customer satisfaction.

• We systematically analyze past actions, evaluate their performance, and identify optimization opportunities for your investment strategies. We consider achieved returns as well as avoided losses or past gains. You receive detailed information on turnover, cash flow, and ratings for current positions that include completed actions. This allows you to strategically improve your future performance.

• With your custom software, we generate automated reports and alerts that not only display the current performance of your positions but also include future-oriented analyses. You receive timely warnings of potential risks and can access performance simulations for your portfolio to quickly respond to new opportunities or threats.

• We review and adjust your investment strategy, transparently showing deviations and adjusting stop-loss and take-profit accordingly. Thus, you can evaluate the effectiveness of your strategy, make adjustments, and achieve better results.

• We identify new candidates and shooting stars that improve your portfolio performance and perfectly match your strategy. This allows us to balance risky positions and increase overall performance while minimizing risks.

• We support decisions on selecting suitable certificates or warrants to maximize returns and minimize risks. With optimal base prices or knock-out limits, you can use leverage and hedge your positions while profiting from short-term and long-term price movements.

• We support decisions to sell, buy, or include new candidates in your portfolio by providing specific recommendations for the number of shares involved. We not only consider individual positions but also analyze your entire portfolio at a meta-level to create an optimal overall picture. Thus, you make the best decision that considers all scenarios and enables the best performance.

• We systematically analyze a variety of funds and portfolios to identify their strengths and weaknesses. Upon request, we share the key information from these analyses if there is no business relationship or mandate from the fund owner. This allows you to benefit from the strengths of the competition and adjust your positions as needed to learn from the weaknesses of other funds.

• We quickly create contingency plans and simulations for extraordinary events such as severe price crashes, including specific stock numbers. This ensures you always have a comprehensive plan for various scenarios and corresponding measures. We are by your side in difficult situations!

• For Funds: We analyze the performance and ESG values of companies and compare them with others. In case of significant differences, these results can be used in discussions with the companies to optimize their business practices. This not only provides arguments for discussions but also contributes to improving corporate activities, which can positively impact stock prices.

• For Funds: We provide transparent performance analyses and future-oriented simulations to explain to investors and clients why certain actions are taken. Through clear decision-making, we increase customer satisfaction and build trust. Our strategy also includes contingency planning for further fluctuations such as stop-loss, repurchases, or complete sales.

• For Funds: Our tailored interface offers automated reports for clients and investors. Using low-code programs based on AI, we efficiently support communication. This keeps your clients informed and satisfied.

• For Funds: We conduct discussions and rankings with partner banks to secure the best conditions and reduce costs. Additionally, we search for alternative providers to minimize expenses for your portfolio.