Portfolio Optimisation Based on Real Wealth Data.
The tools in our AI Suite combine simulation models, scenario analyses and data-driven product recommendations. Provide your users with context-relevant decision support without building your own AI infrastructure.
Three functions, one data foundation
Test portfolio behaviour under defined market conditions
- Backtesting against historical crisis scenarios
- Comparison view: current portfolio vs. simulated portfolio vs. new position
- Basis for regulatorily relevant risk disclosure
Simulate investment decisions before the purchase
- Real-time calculation of the impact of a new position on the existing portfolio
- Analysis across six dimensions: return & risk, historical crisis resilience, Monte Carlo future projection (1–10 years), regional & sector allocation, correlation & diversification, dividend yield
- Interactive investment amount via slider
- Based on real portfolio data from users
User-centric recommendations based on structured wealth data
- Evaluation of personal characteristics, behavioural data, income and preferences
- Quantitative criteria: volatility, regional distribution, existing positions
- Targeted comparison: ETFs and funds with identical composition, better fee structure, within the own product portfolio
- Optimisation based on performance data
These companies already work
with wealthAPI
Our innovative solutions have convinced numerous clients from the financial industry since 2023. Whether financial platforms, finfluencers, banks, publishers, asset managers or family offices - our technology is in use wherever efficient and flexible solutions are needed.
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Data is the most valuable currency of our time
Protecting your client data is our highest priority. As a BaFin-regulated account information service, we operate according to German banking security and data protection standards. Our internal processes are continuously audited for compliance and security. Learn more
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