☰
× Welcome to the Investment Canvas. Sign up to have access to all great features! It's free!
× We highly recommend you to read the Investment Academy before you start with the Investment Canvas.
The summary
  • Start
  • Strategy
  • Investment
  • Controlling

Strategy

Investment Goal

1. Step: Define your Investment Goal

start

Asset Base

2. Step: Define your Asset Base

Philosophy

3. Step: Define your Investment Philosophy

Preferences

4. Step: Define your Investment Preferences

Asset Allocation

5. Step: Define your Asset Allocation

Investment

Instruments

e.g. ETF´s, single stocks

Implementation

e.g. which bank/platform, who performs transactions

Controlling

Key Decisions, Indicators & Rules

e.g. rebalancing, sell/buy rules

Controlling

e.g. goal conformity, quality of decisions, instruments and implementation

Reset: Canvas | Academy progress

✖

You're not logged in, yet!


Sign up now! It's free!
Get full access to all parts of the Investment Canvas App.

Free Sign Up