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Online Personal Investment Manager

Published 05/28/2012 and rated Ratingstars5 5 out of 5 stars
by Shel Gatto
What can you use the app for? is a private investment management system for individuals. Users can define target and actual situations to determine the best way to invest. The user determines the metrics and performance indicators to establish objectives and goals. A monthly overview of investment status is sent to the user so they can identify any trends or changes. Users can create portfolios for individual companies and projects which contain a unique task list. The user can set deadlines and assign tasks as necessary. Pre-investment tools are also included that let the user ask specific questions before putting any money down. The user can compile all their research and business plan information into one centralized storage area so it is readily available when it is time to make decisions. screenshot
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What is the history and popularity of the app? was founded in March of 2011 and launched in January of 2012. The founders, Przyemyslaw Kuffel and David Dostal, are based in Switzerland. The application offers a specialized service that some users may not have a need for. Those who plan to invest can easily use as a headquarters for everything related to their investment opportunities. The application has received some attention online, earning high marks for its user friendly design and detailed features.

What are the differences to other apps? offers a highly customizable experience for individuals who are or plan to invest. The application gives the user everything they need to research, manage and track their personal investments. The user can perform research and store the data for easy comparisons and access. The application also lets users determine their own set of metrics when establishing goals and investment objectives. The user guides the entire process and still enjoys the convenience of a personal investment organizer.

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How does the web app look and feel to use? has adopted a friendly appearance that still looks completely organized and professional. There is no clutter to slow the user down as they explore the application. Each feature is easy to access. Data is presented in numerous formats, including colorful charts and graphics. A warmly textured background makes the user feel more like they are sitting at home rather than in an office. gives the user effective tools in a welcoming environment.

How does the registration process work?

A new user can try for free by clicking the bright orange “Start Your Free Trial” button near the center of the homepage. The user is asked to provide a company name, subdomain name, street address, city, zip code, company branch type, time zone and preferred currency. The second portion of the form asks for a name, email address and password. No credit card information is required when registering for a free trial.

What does it cost to use the application?

New users can access a free trial account for 14 days. After the 14 day period has ended the user will have to choose one of the three paid subscription options. The first is the Bronze plan which costs $47 per month and includes up to five portfolio companies, unlimited pitch projects and unlimited users. The Silver plan costs $97 per month and includes up to 20 portfolio companies. The Black plan costs $147 per month and includes unlimited portfolio companies.

Who would you recommend the application to? is ideal for anyone who is investing or anyone planning to in the future. The application helps users manage information related to their investments, starting with the early research phase. Users can submit specific questions to investment targets and customize metrics to suit specific goals and objectives. The application also includes a user friendly interface that works well, even for users who are new to web applications.

  • Create portfolios for each company or project
  • Build a task list for each portfolio
  • Set deadlines for compliance
  • Ask a potential investment target specific questions
  • Bank-level security keeps all data private video

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Telephone: +41 44 586 29 39
Postal address:
Baarerstr. 53
6300 Zug
Switzerland pricing

Cheapest plan (per month) : $47.00
Most expensive plan (per month) : $147.00



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