guide.capital

efficient.capital

Achats via l'appli

À propos de l'application

SAVE TIME AND USE THE KNOWLEDGE OF EXPERTS AND ARTIFICIAL INTELLIGENCE
It can be very time-consuming to construct the portfolio, determine the asset allocation, and find the right investment product
and dealing with the markets on a daily basis - even more so when it's personalised.

With guide[dot]capital you design your investment solution - simple, transparent and tailored to your needs.

SIMPLE, PROFESSIONAL AND ALWAYS UP-TO-DATE
So far, investors have looked after their assets themselves, hired an advisory or delegated their financial affairs in the form of an asset management mandate.

Thanks to our technology, we can asset management easy for you. The unique open platform with model portfolios from well-known providers lets you build your desired investment solution modularly, taking your preferences and investment focus into account.

FIND UNIQUE INVESTMENT SOLUTIONS
Select model portfolios with a focus on sustainability, digitization, ETFs or individual stocks, from actively managed to passive or rule-based building blocks. We also offer unique investment components that carry out rule-based reallocations with the aim of minimizing losses and achieving a stable performance.

By weighting the building blocks, you define your risk profile and start following the model portfolios. Get the rebalancing list with one click.

The availability of the building blocks depends on the user of the app. We will continuously expand the range of building blocks.

INDEPENDENT PORTFOLIO-CHECK
Quickly and easily evaluate your portfolio securities according to various criteria by well-known rating agencies and financial institutions as a basis for better investment decisions and a more sustainable investment strategy.

Advantages of our app are:
- Consolidate several portfolios
- Evaluate your securities by simply photographing your securities account statement
- Sustainability ratings, fundamentals, technical scoring of renowned institutes
- Global coverage of equities, bonds, funds, commodities, structured products
- Alarm functionality for changes in the evaluation
- Complete overview of your portfolio by currency, asset class, sustainability, etc.
- Second opinion from third parties

Legal notice:
Depending on your residence, you will be granted full, limited or no access to the contents of this app.
Our terms of use can be found under:
Privacy Policy: http://www.guide.capital/legal/privacypolicy_en.htm
Terms and Conditions: http://www.guide.capital/legal/termsandcondition_en.htm.htm