Brokvisor has 5 risk profiles defined by default and the possibility of setting customized
volatilities.
- Conservative: With a volatility of approximately
- Moderate: With a volatility of approximately
- Balanced: With an approximate volatility of approximately
- Dynamic: With a volatility of approximately
- Aggressive: With a volatility of approximately
The funds are selected by our algorithms taking into account quantitative models achieved
through Machine Learning technology.
In order to have two identical portfolios, the same list of eligible assets (there are 25 available)
would have to be included at the same date and at the same level of risk and with the same
limits on composition. Given our high level of customization, this outcome has a low probability
of occurrence.
Brokvisor uses AI and Machine Learning to analyze large volumes of financial data using
advanced algorithms and models in order to make decisions in the most efficient and objective
way possible.
Some studies and analyses have shown significant improvements in the performance of
investment portfolios through the use of AI. For example, machine learning models have
demonstrated abilities to identify patterns and trends in financial markets, which can lead to
more profitable investment decisions.
However, it is important to note that the success of AI in an investment portfolio depends on
proper implementation and constant monitoring. In addition, investors and financial
professionals continue to play a crucial role in setting strategies, monitoring and adjusting
decisions made by AI.
Brokvisor can only receive money in the form of a fee, so Brokvisor will not be able to invest
your money or act as a financial intermediary.
A place where you can add as many portfolios as needed and compare them with their
corresponding risk and return metrics.
Yes, in Brokvisor you can have as many portfolios as you wish as long as it corresponds to your
contracted plan.
The portfolios recommended by Brokvisor are investment funds. They are created based on our
AI-based algorithms. We allow user tracking of portfolios with other types of assets, but we do
not create portfolios with them nor do we track financial assets other than mutual funds.
The general public will be able to use our portfolio aggregator and our fund finder and selector.
But it will be the users who provide advice that will be able to take advantage of all the features
of our technology for the creation and monitoring of portfolios.
Yes, our tool has access to all funds marketed in Spain, both national and international.
If you search for a concept fund and do not find it, check that you have spelled it correctly. If
not, you can search by ISIN code. If you still can’t find it, don’t hesitate to contact us.
No, only funds, we have tested our technology on mutual fund portfolios.
Brokvisor neither provides advice nor does fund contracting.
At Brokvisor we are working to include ETFs and Bonds in future versions of the platform.
Yes, once you find the fund, select it and you can see the details of the fund. You will be able to
find both available classes, with the fee structure and other details such as the minimum
investment.
Of course our platform is compatible with other platforms. Brokvisor is a complementary
platform to other traditional tools. Our platform provides value by relying on AI and machine
learning to help decision making.
You can register and try out the limited, free quota for the general public. Professional rates may
have a trial period associated with them.
You only have to access the login area and click on create new account, once you have reached
this point you will only have to follow the steps that are indicated.
Yes, with total normality as if you were residing in Spain.
No, Brokvisor is 100% online.
Immediately, as soon as you register and select your plan, you will be able to use Brokvisor.
Brokvisor, under no circumstances shares user data with third parties, being subject to data
protection law. We do not identify the saved portfolios by any data other than the name given
by the user, if data is provided by mistake by third parties we delete said data as well as the
original files sent by users.
No, Brokvisor only charges in the form of a subscription fee.
Yes, you will be able to access the customer portal and modify your data at any time. Likewise, if
you have forgotten your password, on the login screen there will be the option I forgot my
password where you will be sent information on how to reset your password.
Yes, you will have access to the customer portal so that you can modify, either to obtain a
higher or lower plan, or cancel your subscription at any time.