Intelligent
Investing
Redefined
Personalised portfolio allocation for small and medium size investors powered by industry level models

How It Works
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Why Choose Markowitz
Investor Profile
You will complete a professional psychological test to determine your individual investor profile including your preference towards risk
360° Risk assessment
Based on your risk profile we will create an optimized portfolio mix consisting of Stocks, Bond-ETFs and Gold
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As an additional service we offer structuring an optimal savings plan for you
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We generate for you a two-page snapshot of the desired stock or portfolio
Portfolio Insights
We transform complex financial data into easy to understand scores
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We will offer you a rating score system consisting of 6 main indicators in order to provide the best picture on the desired stock
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Our ESG screening service will label your equities and provide you a full ESG portfolio rating
Performance measurement
Professional portfolio performance measurement and benchmarking
Markowitz Membership
All-in-one. No extra fees.
At Markowitz we offer a simple monthly membership fee with unlimited access to our products & services
4.99€/Month