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About this app

clevercircles is the flexible robo advisor.

With clevercircles you use the advantages of a modern robo-advisor. You receive a globally diversified portfolio of the cheapest investment components and benefit from an attractive and simple all-in price.
In addition, clevercircles offers a range of innovative features that give you additional benefits and simplify portfolio control; e.g. flexible rebalancing, hedging of currency risks and independent market forecasts as well as access to collective intelligence.

The basis: Individual strategy from ETF/index funds
With clevercircles you invest from a minimum amount of CHF 5,000. You can put together your portfolio from 16 asset classes individually or adopt one of the 5 standard strategies. The investment universe consists exclusively of passive and therefore inexpensive investment products, taking into account not only ETFs but also index funds. Clevercircles is one of the cheapest robo advisors on the market.

Flexible rebalancing
As a customer, you make your choice flexibly. Decide on automatic rebalancing or on a tactical reallocation, where you have a targeted influence and deliberately underweight or overweight certain positions (tactical rebalancing). Intelligent features are available for tactical rebalancing, for example you can use the community's market expectations as a guide. This is unique. Either way, all transactions are always free for the customer.

currency hedging
For the first time, Clevercircles also enables private investors to hedge the foreign currency risk in their portfolio professionally and flexibly. Every two months you can define how you want to hedge your positions in the two most important foreign currencies (EUR/USD) against a currency loss. The currency hedging feature is very popular and is used regularly by more than half of customers.

Own advisory board: Your Circle
Anyone who wants to see what others think can put together their own advisory board (circle) consisting of investment professionals, business media, the community, friends and family. The circle can be used for orientation, for example to carry out tactical rebalancing. This is convenient and provides security, clevercircles takes care of all the calculations. Based on the experience points, we make it transparent in a simple way who is often right with their forecasts. This is also unique in this intuitive form and enables a completely new form of participation and collective intelligence.

Building up knowledge
Anyone who invests with clevercircles automatically builds up knowledge. Because at clevercircles, the customers are involved and not just spectators. With accompanying content, we specifically address important questions about the world of finance.
Updated on
Apr 9, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, Financial info, and Device or other IDs
Data is encrypted in transit
You can request that data be deleted

What's new

Um weiterhin einen optimalen Zugriff auf clevercircles via Mobile zu gewährleisten, haben wir Kompatibilitäts- und Sicherheitsupdates vorgenommen.