Smarter investing starts here.

We're changing the way individuals take control of their finances with portfolio management designed around you.

Disclaimer: Portfolio DOC does not currently provide any investment advisory services or other financial services requiring a license under the German Banking Act (KWG) or the German Investment Firm Act (WpIG). Such services will only be offered after obtaining all necessary licenses and regulatory approvals, including those from BaFin where applicable.

Why are we different? 👀

	Individual Advice	Client Control	Level of digitalization	Market Data & Research

Wealth Managers
Robo-Advisors
Online-Brokerage
Investment Platforms

Strong

Moderate

Weak

So what did you see? 👀

Personalized Insights

Get recommendations tailored to your specific portfolio, risk tolerance, and investment goals. Our AI analyzes your unique situation to provide actionable insights that matter to you.

Real-time Updates

See changes as they happen. Track every market movement and portfolio adjustment in real time. Stay informed with up-to-the-minute data and never miss an important opportunity.

Comprehensive Analysis

Access deep analytics and research tools that give you a complete understanding of your investments. From sector allocation to risk metrics, we provide the insights you need to make informed decisions.

Smart Recommendations

Receive intelligent suggestions for portfolio optimization based on market trends, your goals, and risk profile. Our algorithms work continuously to identify opportunities for improvement.

Personalized Insights

What our clients say

Philip Frerks

Lawyer

Thanks to active monitoring and quick adjustments, I'm always up to date. My investments are continuously optimized, which gives me great security.

Lisa Yuan

Financial Director

I am impressed with how the team always keeps an eye on the market, identifies trends early, and informs me personally. My portfolio benefits greatly.

Rojhat Konar

Civil Engineer

I am enthusiastic about Portfoliodoc's holistic approach. The regular reviews and ongoing support give me confidence that my portfolio is always in top shape.

Philip Frerks

Lawyer

Thanks to active monitoring and quick adjustments, I'm always up to date. My investments are continuously optimized, which gives me great security.

Lisa Yuan

Financial Director

I am impressed with how the team always keeps an eye on the market, identifies trends early, and informs me personally. My portfolio benefits greatly.

Rojhat Konar

Civil Engineer

I am enthusiastic about Portfoliodoc's holistic approach. The regular reviews and ongoing support give me confidence that my portfolio is always in top shape.

Philip Frerks

Lawyer

Thanks to active monitoring and quick adjustments, I'm always up to date. My investments are continuously optimized, which gives me great security.

Lisa Yuan

Financial Director

I am impressed with how the team always keeps an eye on the market, identifies trends early, and informs me personally. My portfolio benefits greatly.

Rojhat Konar

Civil Engineer

I am enthusiastic about Portfoliodoc's holistic approach. The regular reviews and ongoing support give me confidence that my portfolio is always in top shape.

Philip Frerks

Lawyer

Thanks to active monitoring and quick adjustments, I'm always up to date. My investments are continuously optimized, which gives me great security.

Lisa Yuan

Financial Director

I am impressed with how the team always keeps an eye on the market, identifies trends early, and informs me personally. My portfolio benefits greatly.

Rojhat Konar

Civil Engineer

I am enthusiastic about Portfoliodoc's holistic approach. The regular reviews and ongoing support give me confidence that my portfolio is always in top shape.

Philip Frerks

Lawyer

Thanks to active monitoring and quick adjustments, I'm always up to date. My investments are continuously optimized, which gives me great security.

Lisa Yuan

Financial Director

I am impressed with how the team always keeps an eye on the market, identifies trends early, and informs me personally. My portfolio benefits greatly.

Rojhat Konar

Civil Engineer

I am enthusiastic about Portfoliodoc's holistic approach. The regular reviews and ongoing support give me confidence that my portfolio is always in top shape.

Philip Frerks

Lawyer

Thanks to active monitoring and quick adjustments, I'm always up to date. My investments are continuously optimized, which gives me great security.

Lisa Yuan

Financial Director

I am impressed with how the team always keeps an eye on the market, identifies trends early, and informs me personally. My portfolio benefits greatly.

Rojhat Konar

Civil Engineer

I am enthusiastic about Portfoliodoc's holistic approach. The regular reviews and ongoing support give me confidence that my portfolio is always in top shape.

FAQs

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