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guide.capital 4+
efficient.capital AG
-
- Free
- Offers In-App Purchases
iPhone Screenshots
Description
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
What’s New
Version 2.2.0
Performance improvements and bug fixes.
App Privacy
The developer, efficient.capital AG, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Purchases
- Financial Info
- Contact Info
- Identifiers
- Usage Data
- Diagnostics
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- User Content
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Seller
- efficient.capital AG
- Size
- 35.3 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 12.4 or later.
- iPod touch
- Requires iOS 12.4 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2021 efficient.capital
- Price
- Free
- In-App Purchases
-
- S&P ESG (yearly) USD 77.99
- S&P ESG (monthly) USD 12.99
- SIX Consolidation (monthly) USD 13.99
- SIX Consolidation (yearly) USD 139.99
- theScreener Rating (yearly) USD 106.99
- theScreener Rating (monthly) USD 16.99