Portfolio builder
Write your strategy in five lines. Your draft is measured against each one as you shape it.
I am investing now and a month.
Optional. It only turns every figure into euros.
The money is for , in about years.
I could sit through a fall of %.
It should start from and hold
It should never hold
In my own words optional
Every holding and weight stays yours to change.
The market as the core
60% in stocks 4 holdings
Seek premia systematically
55% in stocks 15 holdings
Cash flow as the mandate
60% in stocks 14 holdings
Limit loss depth
30% in stocks 11 holdings
Investboard research · First public edition · October 8, 2026
Pursue growth. Depend less on the AI boom.
First public edition: October 8, 2026. Retrospective portfolio research.
Several ETFs can hold the same businesses. Investboard looks inside equity funds to show where company exposure repeats.
In the published example: Weather the Storm
NVIDIA is held directly and through SPY and QQQ. September 30 research snapshot; USD 100,000 of synthetic reference capital. Each fund route rounds to 0.3% here; the unrounded combined weight is 3.5021%.
Different names do not automatically mean different behavior. Historical correlation complements ownership analysis with measured co-movement.
In the published example: Weather the Storm
The target-weighted mean absolute pairwise correlation of weekly holding returns was approximately 0.18 in 2021–2025. The simulated daily correlation of the combined portfolio with SPY was approximately 0.79.
A stock can appear directly and inside several funds. Examining those exposures together reveals company concentration within the measured equity allocation.
In the published example: Weather the Storm
Technology represents 14.48% of Storm’s equity sleeve, compared with 38.69% of SPY. This is an ownership comparison, not a test of crash protection.
AI can read your portfolio, brief and retained analysis, so you can discuss a finding and explore another construction.
Ask which funds hold the same businesses. The answer refers to your retained analysis.
Review proposed weights or a new instruction. You confirm before another variant is built.
See which holdings, weights and comparable measurements changed. Earlier versions remain available.
Develop your portfolio
€8
Once if you buy, including applicable taxes.
Prepare your brief and starting point for free. Review everything before buying.
Prepare my portfolio →The full analysis uses none of the AI allowance. When the allowance is used, you can continue in the app with Investboard Premium. Individual measurements depend on available data.
The Portfolio Report examines your actual holdings from broker CSVs. The Builder creates a hypothetical proposal from your instructions. Each costs €8 once and is purchased separately.
Explore the Portfolio Report →Your Investboard account retains purchased reports without a subscription. For ongoing tracking and analysis, you can later use the Platform and AI Toolkit in Premium.
Compare Free and Premium →Hypothetical portfolio proposals and historical data do not promise future results. Building a proposal executes no trades and changes neither your actual holdings nor your signed mandate.