Genève Invest analysis dashboard in the background, symbolic of data-based asset management

AI-supported wealth analysis for parents with little free time

More time for the family, more precision for your assets. Genève Invest evaluates market data across multiple trading venues and provides you with concrete, comprehensible recommendations for action - the decision remains yours.

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Server location Germany Encrypted data transmission Manual control possible at any time

One dashboard for all your trading venues

Anyone who has capital spread across multiple accounts and platforms quickly loses track of things. Genève Invest brings this data together into a single view.

Instead of clicking through different provider apps every day, you see positions, risks and anomalies bundled in one place. The multi-exchange dashboard continually updates itself in the background and highlights where action is required.

  • Consolidated account overview: all connected trading venues in a structured view.
  • Automatic data synchronization: no manual transfer of account statements or tables.
  • Risk light per position: quick classification without in-depth specialist knowledge.
  • Individual notifications: You will only be informed if an assessment changes.

How the analysis works in the background

The underlying models are complex, the process for you is not. Three steps summarize what Genève Invest does on an ongoing basis.

1

Data collection

Prices, trading volumes and account movements from the connected platforms are continuously imported and structured without you having to export data manually.

2

AI-powered risk analysis

Statistical models compare current patterns with historical trends and estimate how fluctuations could affect individual positions and the overall portfolio.

3

Concrete suggestions for action

The analysis creates a short, prioritized list of recommendations – such as redeployment, hedging or observation. You make the final decision yourself.

What this means for your everyday life

Less time before price developments, more clarity about the status of your assets - even if the day is already full.

Time saving

The system takes over daily market observation. You review the summary when it's convenient for you - in the evening or on the weekend.

Comprehensible decisions

Each recommendation is accompanied by a brief justification. You make decisions based on data, not gut feeling.

Long-term stability

The focus is on risk limitation and continuity, not on short-term price jumps. This is consistent with asset accumulation that lasts for several years.

Make decisions without sacrificing the afternoon

Many Genève Invest users manage capital alongside a busy family and professional life. Instead of planning several hours per week for market research, a quick look at the prepared summary is enough - the analysis continues in the background.

Genève Invest user checks the portfolio summary in a quiet everyday situation

Safety and methodology in detail

When it comes to financial data, trust is not an afterthought. That's why we disclose how data is processed and protected.

Security protocols

Connections to the connected trading venues are transmitted encrypted. Access can be secured using two-factor authentication; user data is stored separately from access data.

Methodology

The models are regularly checked against historical market data. Noticeable deviations are flagged before a recommendation is made and subjected to an additional plausibility check.

Data protection

Processing takes place in accordance with the requirements of the GDPR, servers are located in Germany. Data will not be passed on to third parties for advertising purposes.

Frequently asked questions

A selection of questions that we are frequently asked by time-strapped investors.

How secure are my account details at Genève Invest?

Access data to trading venues is stored encrypted and processed separately from your personal data. You can view and revoke access at any time in your account.

Does AI replace my own decisions?

No. Genève Invest provides analyzes and suggestions, you make the final decision about each transaction yourself. There is no automatic execution without your confirmation.

Do I need previous knowledge of portfolio management?

No, the recommendations are formulated in such a way that they are understandable without technical jargon. If you want more detail, you can find the underlying key figures in the dashboard.

Which trading venues can be connected?

Common European and international trading platforms are supported. The exact list of currently supported providers can be found in the Features section.

How much time do I have to plan weekly?

Most users check the summary for a few minutes per week. If there are significant changes, you will also receive a targeted notification.

Ready for more precision with less time?

Request access to the analytics platform and connect your first accounts in minutes. A member of our team will contact you to set it up.