Investboard …
02 Understanding · Research
Investboard Research puts the symbol hub, ETF tools and the watchlist into one auditable flow: understand first, then see cost, overlap and tax.
Investboard Research gathers data on individual stocks and ETFs in an auditable view. ETF tools quantify cost, overlap and tax effects, and the watchlist keeps the names you follow in view; none of it is a buy recommendation.
Research hub
The research hub gathers, per symbol, what otherwise sits scattered across many sources: profile, metrics, history and comparison values in one place.
Company profile and key metrics, plus eight quarters of statements to trace rather than a single end value.
Today's multiples, described rather than judged, and a comparison with listed peers, each with a visible source.
For ETFs, holdings, weightings, cost and distributions with their German tax context; for each stock, the ETFs that hold it.
ETF tools
Four tools quantify what often stays vague with ETFs: ongoing cost, overlap, the tax of a switch and possible alternatives.
The TER as an annual euro drag rather than an abstract percentage, plus an overlap calculator for holdings you own twice.
The full German tax waterfall on the realized sale, with a break-even year from which the switch pays off. On the basis of available data.
A cheaper substitute in the same Teilfreistellung category. A pointer, not a recommendation.
Watchlist & alerts
A watchlist keeps the names you follow together. Alerts speak up so you do not have to.
The names you follow with live prices in one place, kept separate from your actual holdings.
Self-set thresholds flag a move. A notification, not a call to action: nothing is executed.
Research in context
Traceable from each symbol to its tax impact.
Per-symbol research, ETF tools, the watchlist and portfolio overlap in one auditable flow.
No. Research shows data, metrics and comparison values. The results are context signals, not recommendations to buy, sell or hold.
No. Price alerts only inform you about self-set thresholds. Investboard has no order execution.
The switch analysis quantifies the tax effect of a sale and shows when lower ongoing costs could mathematically offset a switch. It remains a model calculation.
What is included Research, ETF tools and the watchlist are part of Premium. The prices of your own holdings are shown on every plan. All figures without guarantee, not investment advice.