Our products
InvestingNavi platform products help you invest successfully.
InvestingNavi is a digital decision-making system that helps you systematically structure your wealth accumulation, manage risks realistically, and optimize your portfolio based on data—tailored to your personal situation.
Your realistic risk profile
This structured risk tolerance test realistically maps your financial and emotional risk capacity.
This allows you to know exactly how much fluctuation and loss you can bear and make decisions that you can stick to even in stressful times.
Your real investment value
A clear calculation of your investable capital, taking into account your income, savings, and security.
This gives you clarity about how much you can sensibly invest without jeopardizing your financial stability.
Appropriate investment forms instead of product sales
A neutral classification of investment types that suits your risk profile, time horizon, and goals.
This gives you a clear idea of which investment types are fundamentally right for you, without any sales interests.
Comprehensible distribution of assets
This visual representation shows you how your assets should best be distributed in terms of risk, stability, and structure. You also have the opportunity to closely observe your best choice, second-best choice, and others, and make the right decision for you.
Professional risk management
Analysis of loss probabilities, volatility, maximum loss, and extreme cases.
This way, you know what your portfolio can withstand and won’t be surprised by market phases.
Automated portfolio optimization based on well-known models
Mathematically sound optimization (based on Markowitz, among others) aligns risk and return in a meaningful way.
This gives you a consciously structured portfolio with controlled risk.
Smart risk tools
This systematic set of professional risk and analysis tools shows you how your portfolio really performs—under normal market conditions and in times of stress. You can see how diversified your portfolio is, identify cluster risks, and check the stability of your portfolio. What’s more, you can adjust the risk/return ratio to suit your needs, and much more besides.
Knowledge & Fundamentals
Here you will learn everything you need to know to get started safely and successfully! The most important terms and concepts from the world of finance.
Financial calculator
Calculate your finances quickly and easily – from savings plans to loans. Our financial calculators help you keep track of everything!
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Whether you are a beginner, advanced or professional investor, InvestingNavi is just right for you. It is your personal assistant, supporting you around the clock with your individual wealth creation.