I want to plan my investment goal

I want to plan my investment goal

and create a portfolio to achieve it.

I want to analyse my investment portfolio and assess it

I want to analyse my investment portfolio

and assess it.

I want to look for assets to create an investment portfolio

I want to look for assets

to create an investment portfolio.

I want to plan my investment goal

I want to plan my investment goal

Step 1: Define your goal

Your investments could have a specific focus, as saving for a home or for retirement. Our investment planner tool has up to 7 different aims to organise your personal finances. Costumise your own case setting different parameters for each plan and get the result selecting your risk profile.

Our tool implements also advanced settings to analyse tax and inflation effects on your plan. The obtained report proposes an asset allocation and a projection for the development of your investments.

Invest

I have money that I want to invest in a certain period of time depending on my profile.

Housing

I want to save in order to have a home.

Studies

My children education is very important.

Car

I want to save to buy a brand-new car.

Vacations

I want to make my dream holidays come true.

Health

I want to save for my health in the case of I need it later.

Retirement

I want to save for my retirement.

Security

I want to save to cover unexpected situations.

Have you decided
your investment target?
I want to plan my investment goal

I want to plan my investment goal

Step 2: Choose the assets for your portfolio

Guided help

Model portfolios

Discover and copy our model portfolios based on our quant methodology.

Five ETF portfolios based on your risk profile, and five country-specific stock portfolios have been created using our powerful algorithms and methodology. Users can monitor the portfolio’s asset allocation, returns and volatility using various ratios like the VaR and Sharpe ratio. You can also clone whole portfolios using our tools.

Investment opportunities

Discover a selection of interesting securities to improve your portfolio.

Find new investment opportunities to invest in on a weekly basis. Receive specific buy and sell signals based on quantitative methods, stop loss signals and track 5%, 10% and 15% return targets. Gather more information on each selected investment opportunity with a linked T-Report.

Your own research

Screener

Look into our search engine and obtain the assets for your portfolio.

Screener is our search engine that provides several options to choose the most suitable assets to create or complete a portfolio. The tool has available different kind of filters, from the most usual, as the market or the asset category, to the most technical, as performance or Value at Risk.

Top score and T-Report

Find out the full information of every asset in the platform.

Top score and T-Report are two relevant analytical tools in T-Advisor. Top score ranks shares by region and funds by category following our scoring. T-Report is the individual factsheet for an asset, that provides all kind of data to understand its quality and decide whether to add it to the portfolio or not.

Social investment

Top ranking

Follow the best portfolios of other T-Advisor community users and copy them.

T-Advisor has several social tools to improve individual returns through sharing investment knowledge. Top ranking classifies the best public portfolios by our score. Every user can discover relevant data and copy them to imitate successful strategies.

Trending assets / Top investors

Check other users’ asset recommendations to plan your strategy

Our users recommend buying and selling assets and sharing these ideas with the community. Everyone can check them and take into account to design their investments strategies and portfolios.

I want to plan my investment goal

I want to plan my investment goal

Step 3: asign your portfolio to your goal

Connect your goal with the appropriate portfolio and control your investments assets using various tools and data.

Select these assets from popular stock exchanges, fund managers and individual shares. Choose your favourite assets and compare their performance, returns and risks using our charting tool. Discover global trends with detailed information on the different regions and countries using this feature.

Monitor your selections with information on:

  • The change in price over different time‐frames.
  • The asset’s risk and volatility.
  • The prevailing trend and investment cycle.
  • In-depth information on the asset using the T‐Report.
I want to analyse my investment portfolio

I want to analyse my investment portfolio

Step 1: Create your portfolio

Create a new portfolio or upload your existing one in the platform.

Follow some easy steps to create your new portfolio in our platform: choose the assets, include the invested amounts and movements and obtain your report. In the case of you have an existing portfolio, you can upload it with our excel template.

Step 2: Analyse your portfolio

Design, control and monitor your investments portfolios using various tools and data.

Select these assets from popular stock exchanges, fund managers and individual shares. Choose your favourite assets and compare their performance, returns and risks using our charting tool. Discover global trends with detailed information on the different regions and countries using this feature.

Monitor your selections with information on:

  • – The change in price over different time‐frames.
  • – The asset’s risk and volatility.
  • – The prevailing trend and investment cycle.
  • – In-depth information on the asset using the T‐Report.
I want to analyse my investment portfolio

I want to analyse my investment portfolio

Step 3: Monitor your portfolio

Set alerts and receive notification of changes in your portfolio. Receive alerts using your preferred device. You don’t need to be logged in or have the platform open to receive alerts.

Select the type of alerts you wish to receive:

  • – Risk.
  • – Investment opportunities.
  • – Cambio de tendencia.
  • – Changes in trend. Buy/Stop signal.
  • – Portfolio performance.

Step 4: Share it!

Share your portfolio’s performance and exchange investment ideas with other T‐Advisor members.

Complete achievements by earning medals and points. You can improve your position in the ranking.

Quiero planificar un objetivo

I want to look for assets to create an investment portfolio

Step 1: Choose the assets for your portfolio

Guided help

Model portfolios

Discover and copy our model portfolios based on our quant methodology.

Five ETF portfolios based on your risk profile, and five country-specific stock portfolios have been created using our powerful algorithms and methodology. Users can monitor the portfolio’s asset allocation, returns and volatility using various ratios like the VaR and Sharpe ratio. You can also clone whole portfolios using our tools.

Investment opportunities

Discover a selection of interesting securities to improve your portfolio.

Find new investment opportunities to invest in on a weekly basis. Receive specific buy and sell signals based on quantitative methods, stop loss signals and track 5%, 10% and 15% return targets. Gather more information on each selected investment opportunity with a linked T-Report.

Your own research

Screener

Look into our search engine and obtain the assets for your portfolio.

Screener is our search engine that provides several options to choose the most suitable assets to create or complete a portfolio. The tool has available different kind of filters, from the most usual, as the market or the asset category, to the most technical, as performance or Value at Risk.

Top score and T-Report

Find out the full information of every asset in the platform.

Top score and T-Report are two relevant analytical tools in T-Advisor. Top score ranks shares by region and funds by category following our scoring. T-Report is the individual factsheet for an asset, that provides all kind of data to understand its quality and decide whether to add it to the portfolio or not.

Social investment

Top ranking

Follow the best portfolios of other T-Advisor community users and copy them.

T-Advisor has several social tools to improve individual returns through sharing investment knowledge. Top ranking classifies the best public portfolios by our score. Every user can discover relevant data and copy them to imitate successful strategies.

Trending assets / Top investors

Check other users’ asset recommendations to plan your strategy.

Our users recommend buying and selling assets and sharing these ideas with the community. Everyone can check them and take into account to design their investments strategies and portfolios.

Quiero analizar mi cartera

I want to look for assets to create an investment portfolio

Step 2: Create your portfolio.

Create a new portfolio or upload your existing one in the platform

Follow some easy steps to create your new portfolio in our platform: choose the assets, include the invested amounts and movements and obtain your report. In the case of you have an existing portfolio, you can upload it with our excel template.

Step 3: Analyse your portfolio

Design, control and monitor your investments portfolios using various tools and data.

Select these assets from popular stock exchanges, fund managers and individual shares. Choose your favourite assets and compare their performance, returns and risks using our charting tool. Discover global trends with detailed information on the different regions and countries using this feature.

Monitor your selections with information on:

  • – The change in price over different time‐frames.
  • – The asset’s risk and volatility.
  • – The prevailing trend and investment cycle.
  • – In-depth information on the asset using the T‐Report.

Step 4: Monitor your portfolio

Set alerts and receive notification of changes in your portfolio. Receive alerts using your preferred device. You don’t need to be logged in or have the platform open to receive alerts.

Select the type of alerts you wish to receive:

  • – Risk.
  • – Investment opportunities.
  • – Changes in trend. Buy/Stop signal.
  • – Portfolio performance.

Step 5: Share it!

Share your portfolio’s performance and exchange investment ideas with other T‐Advisor members.

Complete achievements by earning medals and points. You can improve your position in the ranking.