Frequently Asked Questions

Investminder is free and accessible to everyone for discovering and testing the tool. To access all features, you'll need a paid plan: from the Essential plan (1 portfolio and 2 strategies), up to the Elite plan (up to 100 portfolios and strategies).

You can either connect directly to your bank or broker accounts, or import your positions manually in Investminder. The first option is more convenient, but it's only available with paid plans, as it involves a trusted third-party service that links your bank/broker to Investminder.

Our platform supports a wide range of financial assets, including large and mid-cap stocks and ETFs. If you hold listed assets not yet available on the platform, you can contact us to request their addition.

If you're a beginner, we recommend starting with our ready-made strategies (available in the Strategy section once you're signed in). More advanced investors can create their own step-by-step strategies, test and refine them until they're ready to go live.

Link to the article 'The Strategy, your guide to successful financial investments'

You will get a global view of your financial assets (as long as they are not too ‘exotic’), but not of your real estate, SCPI shares, or private company stakes.

Absolutely! Investminder is available on all devices, including your smartphone or tablet. However, for a better experience, we recommend using at least a tablet.

The platform only keeps the bare minimum of your personal data. If you decide to leave, most of your data will be deleted. Only billing-related data will be retained for legal reasons (for the mandatory retention period).