Guide to Onboarding

4 questions to get off to a good start and discover a suggested strategy

Welcome to Investminder.com. To best support you in your first steps on our platform, we invite you to complete our onboarding form. This questionnaire is structured around four key questions aimed at evaluating your investor situation, your management style, your available capital, and your risk tolerance. The goal is to offer you a personalized investment … Read more

How to Complete Your Onboarding and Get Your First Strategy Recommendation

4 questions to get off to a good start and discover a suggested strategy

Investminder’s onboarding questionnaire helps you build your investor profile so the platform can recommend an investment strategy that fits your goals, experience, and risk tolerance. Before you start You can access the onboarding questionnaire from the site’s homepage. To see the full answer, you must be logged in. Once logged in, you can access onboarding … Read more

Types of Investors

Differents faces of the investor

The Faces of the Investor: Understanding Different Investment Styles Introduction Investing is, above all, a matter of personality and vision. Each investor adopts an approach that reflects their risk tolerance, market understanding, and financial goals. Whether it’s going against the tide, riding market waves, or focusing on consistency without worrying about short-term fluctuations, investment styles … Read more

The Stages of an Investor’s Life

Stages of an investor's life journey

Investing is much more than just managing money, it’s a journey that evolves alongside our aspirations, knowledge, and life stages. From the initial realization of the importance of growing one’s capital to passing on wealth to future generations, every investor goes through distinct phases, each marked by unique challenges and opportunities. This article explores the … Read more

The Portfolio: The Central Element of Your Investment Management

Your Portfolio is a central element to pilot your wealth

Investing means taking control of your financial future. At the heart of this approach lies the financial portfolio, an indispensable tool for organizing and tracking your investments. Whether you’re a beginner or an experienced investor, understanding how to create, manage, and optimize your portfolio is essential for any investor looking to optimize their performance and … Read more

The place of Investminder in your financial ecosystem

The role of investminder

Investminder, the tool that helps you decide without deciding for you Investing is the engine of your life’s ambitions, the catalyst that turns long-term goals into concrete reality. Yet, in an ecosystem saturated with tools (banks, brokers, trading apps, and financial media) a persistent frustration remains: who is actually helping you make the right decisions … Read more

How to build a Strategy?

Life cycle and power of a disciplined financial strategy

The Strategy Builder is a powerful, user-friendly feature within our financial application designed to empower you to create personalized investment strategies. Whether you’re a seasoned investor or just starting, the Strategy Builder guides you through a structured process to design a tailored investment strategy that aligns with your financial goals. By defining rules, selecting assets, … Read more

Practical Guide: The Relative Strength Index (RSI)

Relative Strength Index

Category: Momentum Oscillator RSI Overview Definition The RSI (Relative Strength Index) is an indicator that measures the momentum and speed of price movements. Imagine it as a speedometer for a stock or any other financial asset. It is represented by a curve that always oscillates between 0 and 100. What is it used for? The primary purpose of the RSI is … Read more

Practical Guide: Moving Averages (SMA & EMA)

Moving average: remove the noise but introduce a lag

Category: Trend Indicator (Trend Following) Introduction to Moving Averages Definition A Moving Average is a line plotted on the price chart. It calculates the average price of an asset over a past period. Its purpose is to filter out the “noise” (insignificant small daily variations) to reveal the actual direction of the trend. SMA or EMA? … Read more