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BORADVISOR

Open to all

Boradvisor

Understand your investments. See what changes and what deserves your attention.

Add your holdings, or follow an investment without recording a purchase.

An instrument’s score, and what drives it

Illustrative example

68 / 100

What drives the score

Score based on 5 of 5 market signals.

Petal width: the signal’s weight in the score. Length: the level reached.

Relative strengths

  • Quality13.1 of 16 points
  • Price momentum19.2 of 24 points
  • Risk12.4 of 19 points

Relative weaknesses

  • Valuation4.1 of 10 points
  • News5 of 8 points

Fit with your profile and account: 14.2 of 23 points

For self-directed PEA / CTO investors. Portfolio score, daily view, alternatives, observed results and structured explanations in one readable flow.

2 min · no card required · Already have an account? Log in

PEA / CTODaily viewMeasured outcomesOpen to all

Understand your portfolio before it forces you to react.

For self-directed PEA / CTO investors. Portfolio score, daily view, alternatives, observed results and structured explanations in one readable flow.

Know in under 30 seconds what deserves your attention today.
See what changed, why it changed, and what trade-off each action implies.
Measure what actually worked instead of trusting a black box.

Today

New signal

A better diversified alternative moved ahead of the most correlated line.

Since yesterday

Risk stabilized

Projected drawdown remains contained, but concentration keeps building.

This week

Weekly review

Two opportunities are strengthening, one idea drops off because momentum faded.

BORADVISOR

Last close

Daily view

Last close

As of the close on 16 October, CAC 40 rose 0.4%. Of these 6 market reference points, 1 closed lower.

Tracked instruments are split ; the spread at the last close runs from -1.1% (S&P 500) to +2.4% (Airbus).

CAC 40 — real quote

7 956,70 €

+0.4% on the last close

Public market data, no account required.

Quote as of 16 Oct, 18:05, Paris time.

Immediate value

30 sec

Understand what deserves your attention today

Reading

Why

Score, risk, change and data limits tied together

Measurement

Results

The analysis shows what held up this week and over time

Status

Open to all

Usable today, with no access conditions

Worked example

One representative decision, one visible result

No fabricated testimonial. This card summarizes a realistic demo case and labels it as such.

Demo example derived from internal surfacesComparative scenario included

Trim one overly correlated line, then reallocate into an alternative with a better score / diversification mix.

Context: Starting point: portfolio score 69, high concentration, strong overlap across two lines exposed to the same risk.

Why: The analysis flagged excessive concentration, a credible diversification gain and a better strategy fit without degrading overall risk.

Observed outcome: Observed result afterwards: score up to 72, concentration lower, tracking error stabilized, no new critical alert on the replacement line.

If nothing changed: If nothing had been done: the score would have remained lower and dependency on the correlated pair would have kept rising.

What changes the perception

Boradvisor does not just show a score. It shows how a decision changes concentration, risk and the portfolio / benchmark balance.

Why this is credible

Data gaps stay visible, results are historized, and the comparative scenario stays limited to what can actually be measured cleanly.

What you see in the product

Three surfaces are enough to understand the value

No wall of pages. The landing points to the screens that demonstrate daily, weekly and portfolio reading.

A stock's page

Price, day change, a multi-horizon chart and actions — viewable without an account, like the market reading above.

Portfolio

Benchmark, stress tests, correlation, rebalances and alternatives in the same decision flow.

Weekly digest

What moved this week, which opportunities are rising, which are degrading and what to monitor next.

Examples

A few examples are enough

Each example shows a result and an impact, without decorative abstraction.

Portfolio score

68 / 100, up since yesterday.

The product immediately connects the score, concentration and dominant risk.

Morning read

3 priorities, 2 risks, 1 rebalance to review this morning.

The investor home view becomes actionable in less than a minute.

Results review

One idea confirmed, one degraded, one clear lesson for the next week.

The analysis shows what held up instead of stacking dead recommendations.

Clear frame

One product truth about the current status

Trust also comes from explicit limits.

Boradvisor is open to every individual investor, with no access conditions.
The product helps with trade-offs; it does not execute orders and does not replace your judgment.
Data limitations are shown explicitly instead of being hidden.

About

The product is not anonymous

A real person owns the product, with clear public pages about status and displayed data.

Boradvisor | Clear portfolio reading for self-directed investors