Portfolio report
Understand the companies you own across funds and accounts, where exposures concentrate and which holdings drive your fund costs.
Free personal preview. Full report €8, paid once. No account, no subscription.
Illustrative portfolio
Model funds and constituents, not live fund data.
Shares of the whole portfolio through each model fund, on a 0–10% scale.
Company A sits in all three funds. Looked at fund by fund, the combined exposure stays hidden.
The companies you hold through funds and shares, combined.
The holdings, companies, countries and currencies that weigh most, across all accounts.
The most material findings, fund charges and income, with questions for your next review.
How an Investboard subscription turns the findings into your own limits, followed over time.
How crisis scenarios could move today's holdings, and which holdings drive the change.
Explore sample analysis
Add screenshots or photos, or upload your broker's CSV for each account.
Check the holdings we read before anything is calculated.
Read one finding for free, then decide.
No brokerage login. Your files are deleted after calculation. Unpaid figures expire after 24 hours; a purchased PDF stays downloadable for 48 hours. We keep an order record for bookkeeping.
Trade Republic · Scalable Capital · Parqet · flatex · Trading 212 · DEGIRO · comdirect · Charles Schwab · Fidelity · Robinhood · Interactive Brokers · Swissquote · Portu · Portfolio Performance
Available worldwide, in ten languages. Figures are in euros.
Add up to six screenshots or photos. Include every holding; use more pictures for a long list.