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FAQ


How much does Investminder cost?


Investminder is available for free in its basic version, which already allows you to design and track your primary strategy.


To go further, you can subscribe to the Essential, Pro, or Elite plans directly from the web application. These advanced versions offer additional features such as the synchronization of your investment accounts, more available and customizable strategies, a higher backtesting quota, longer financial data history, and much more to perfect your investment management.


How do I import assets into my portfolio?


You can integrate your assets into Investminder using two methods, depending on your preference:


  • Connect your accounts: This is the simplest and fastest method. By directly connecting your brokerage or bank accounts to Investminder, your portfolio is automatically synchronized. This service is available only for supported brokers. Unfortunately, this service incurs costs and is therefore reserved for customers with an Essential, Pro, or Elite subscription.
  • Manual import: This method allows you to manually enter your transactions one by one into the Investminder interface.


Which assets can I import into my portfolio?


Investminder currently allows you to track only listed stocks (primarily mid and large-cap companies) as well as ETFs. We are working on progressively expanding this coverage to include more types of assets.


How can I create an investment strategy?


There are several ways to create an investment strategy on Investminder, depending on your level of independence and your goals:


  • Pre-set strategies: Get inspired by our predefined strategy models, designed for different investor profiles. You can use them as-is or adapt them to your needs.
  • Create a new strategy: This option allows you to create a fully customized strategy through a detailed form. It is suitable for both beginners and experienced investors.
  • Create a strategy from a portfolio: Based on your current portfolio, you can build a strategy using our analysis and optimization tools.
  • Create a strategy from a Screener: This approach allows you to start with a selection of assets from a Screener, based on your own analysis criteria.


If you are a beginner, we invite you to discover our ready-to-use strategies (Strategy Section, available after you sign up). For more seasoned investors, you can create your own strategy step-by-step, test it, and refine it until it is validated and set to "live."


To learn more, you can consult the article: "The Strategy: Your Guide to Successful Financial Investments."


Can I have an overview of my total wealth?


You will have a global view of your financial assets (provided they are not too "exotic"), but not of your real estate assets, SCPIs (Real Estate Investment Trusts), or shares in unlisted companies.


Your financial wealth is displayed in your account's primary currency, which you can change in your profile settings. If you possess multiple portfolios denominated in different currencies, Investminder applies the exchange rate in effect at the time of the daily synchronization to ensure a consistent and up-to-date view.


Can I use Investminder on my mobile device?


Of course! Investminder is accessible on all devices, including your smartphone or tablet. However, for a better experience, we recommend using at least a tablet (it is difficult to analyze a financial chart on a small screen).


Currently, Investminder is only available as a responsive web version. We have not yet developed a dedicated mobile app for phones and tablets. We are focusing our efforts on perfecting this interface to offer you an optimal experience before developing a mobile version.


What happens to my data?


The security of your data is an absolute priority. We do not store your personal data directly at Investminder. The platform keeps only the strict minimum regarding your personal information. If you decide to leave us, most of your data will be deleted; only billing-related data will be kept for legal reasons (for a statutory period).


You remain the full owner of your data and can request its permanent deletion at any time. Our service providers, based in the European Union or the United States, host the data in strict compliance with current GDPR regulations.

Updated on: 02/03/2026