Every tool you need to invest with discipline.
One platform. A structured journey. From strategy to execution.
From designing your investment strategy to monitoring your portfolio daily, Investminder centralizes every tool the modern investor needs without fragmentation, without noise.
Define your strategy before committing a single euro.
Every investment decision starts with a fundamental question: what is your strategy? Investminder guides you through structuring your approach: from identifying your investor profile to precisely defining your allocation rules.
4 Questions for 1 strategy
Answer 4 questions about your financial situation, management style, available capital, and risk tolerance. In under 2 minutes, the platform suggests one or more investment strategy models.
Strategy Library
Access a curated selection of proven investment models across different universes (ETFs, multi-asset, active management) and styles (defensive, progressive, dynamic). Each model is documented, backtested on real market data and modifiable if you wish.
Custom Strategy Builder
Define your own allocation rules step by step: asset selection, rebalancing parameters, trigger thresholds. For investors who want to go beyond the provided templates and build a fully personalized strategy.
Validate every strategy against real market data.
An untested strategy is just a hypothesis. Investminder's analysis engine lets you measure your choices against historical market data before committing capital and precisely identify assets that match your criteria.
Screener & Market Tools
Search, filter, and compare thousands of stocks and ETFs using fundamental and technical criteria. Saveable presets allow advanced users to instantly retrieve their standard selection criteria.
Backtest Engine
Simulate your strategy's behavior against real historical data. Analysis depth varies by plan: 10 years of data on the Basic plan, back to the year 2000 on the Elite plan.
Manage all your positions from a single control point.
Once your strategy is defined and validated, the challenge is applying it consistently. Investminder aggregates your bank and investment accounts into a single dashboard, monitors your positions, and alerts you only when action is truly required.
PSD2 Bank Aggregation
Sync your bank and investment accounts through our licensed partners Powens and Snaptrade, fully compliant with the European PSD2 directive. Access is strictly read-only: no transactions can be initiated from the platform.
Unified Dashboard
View all your accounts and positions from a centralized workspace. Global or per-account view, geographic, sector, and asset class breakdowns. Everything is accessible at a glance.
Passive Income Tracking
Review your dividend history and anticipate upcoming payments. A structured view for assessing the contribution of passive income to your portfolio's overall performance.
Targeted Alerts & Notifications
Receive personalized alerts only when your portfolio requires action: a necessary rebalancing, a weight threshold reached, a strategy signal triggered. No noise, no distraction.
Bank synchronization is provided by licensed partners (Powens, Snaptrade) in compliance with the European PSD2 directive and applicable US regulations (including Dodd-Frank Section 1033). Read-only access: no transactions can be made from Investminder.
Choose the plan that fits your investor level.
Basic, Essential, Pro, or Elite: each plan unlocks a different set of features. Compare the offers to find the one that matches your practice and ambition.