Investment Recommender
 

Investment Recommender

The digital assistant for better equity investments

 
Benefit from the extensive know-how of VP Bank and compare and exchange shares with little effort.

The Investment Recommender optimises your stock selection by comparing your current equities with the recommendations of our analysts and comprehensive data analyses to show better alternatives. 

How the Investment Recommender works

Five dimensions to achieve an improvement score

The equities in the portfolio are compared with the recommendations of VP Bank analysts on the basis of five dimensions. This comprehensive analysis makes it pos-sible to identify the strengths and weaknesses of each equity and make a sound valuation.

Improve your equity profile

The improvement score shows at a glance how the equity profile of your portfolio can be improved. Each of the five dimensions that make up this score is equally weighted.

From improvement score to switch idea

Based on the improvement score, you can make targeted adjustments in your portfolio. The switch idea shows you which equities can be replaced with better-rated equities in order to optimise the overall performance of your port-folio.

Investment Recommender

Leading know-how and reliable performance

Exclusive market analysis tools and reliable real-time exchange data make the Investment Recommender the ideal decision-making aid.

Why the Investment Recommender is the right tool

  • Equity chart

    Top-class technology 

    The Investment Recommender is a pioneer thanks to our equity analysts and our data analysis.

  • Equity comparison

    An assistant that responds to your interests

    The Investment Recommender makes recommendations based on the current equities in your portfolio.

  • Dimensions

    Improvement score ensures the best comparisons

    Equities are compared with the recommendations of VP Bank analysts on the basis of five dimensions.

  • Improvement Score

    Make effortless decisions thanks to the switch idea

    Receive smart and comprehensible suggestions based on the improvement score per equity.

Switch Idea

Compare. Get recommendations. Switch.

With the investment solutions VP Auda and VP Clava, you can get support from the Investment Recommender when selecting equities.

More information

Apply now for the Investment Recommender

Simply contact us by phone or directly using the contact form.
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The minimum amount for domicile Germany is CHF 250,000.
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