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Free portfolio analysis

Bild von einem Mann der ein Tablet mit aktienkursen betätigt

Every share portfolio must be reviewed regularly and adjusted if necessary. This is how to avoid investor mistakes. Take advantage of a professional portfolio analysis by Point Capital worth CHF 400 / EUR 350 – free of charge for you.

Portfolio analysis

Free securities account check

Our portfolio check worth CHF 400 / EUR 350 will help you avoid serious investment mistakes. Our services for you:

  • Analysis of your existing assets (shares, bonds, certificates, funds, etc.)
  • Optimization proposals (reduction of cluster risks and fees)
  • Personal advice