Get ready for a fresh Inyova experience! We’re introducing a host of features that will take you even closer to your financial goals.
July 2023: What’s new
Apps: Customer Mobile App on iOS and Android
Version: 5.12.00
Your savings plan status at a glance
In the latest version of the Inyova app for your smartphone you’ll find a completely new experience under the “performance” tab. At the very top you’ll notice a new box that gives you an overview of your savings plan. To minimise the effect of strong market fluctuations on your portfolio and reduce the risk of buying at a “wrong” point in time, you can set up a standing order with which you can gradually add smaller amounts to your investment. This way, you can continuously build up your assets.
The new tab also gives you full transparency of your savings plan and regular payments – you’ll see your savings plan status and whether your savings plan playments are “on track”. The indicator will also remind you if you’re deviating from your yearly progress, so that you can intervene early.
More insights in the performance graph
As part of the update, we have also revised the performance graph. Some details will certainly look familiar to you. At the top you can see your current portfolio value, as well as the development in percent and EUR. These figures and the graph below are based on the time-weighted return (the return corrected for the effect of deposits and withdrawals). You can choose between different time periods, and between the percentage or value change.
This is new: The line colour shows you whether your portfolio has a positive (green) or negative (red) performance in the selected period. We have also added the development of a benchmark. The basis for this calculation is a mixed benchmark performance specifically for your portfolio strategy. This includes important benchmarks such as the DAX, the STOXX 600, the S&P 500 and the Solactive Green Bond Index. The performance of these indices is weighted according to the geographical distribution of your portfolio.
The update makes your portfolio performance even more transparent and comprehensible. Since the simple comparison of returns of different investments is often inapplicable (e.g. because investments were made at different times or are based on different risk profiles), we have created a possibility to compare your Inyova investment with a benchmark by integrating the mixed benchmark performance. This approach ensures an optimal market comparison and allows you to make an informed assessment of your Inyova performance.
Increased transparency in your invested stocks
Until now, the single stock performance overview gave you an impression of how the individual stocks in your portfolio have developed over the last 30 days. In addition to this percentage development, the new update shows you the exact number of individual shares in your portfolio, as well as the corresponding value of the company shares held. With this extension, we’re increasing the transparency of the stocks allocation in your portfolio.
Better strategy insights
The update includes the integration of a new strategy overview. In addition to the breakdown of your portfolio into the different asset classes (impact stocks, stability stocks, green bonds and non-invested capital), you can now access more details about your portfolio. In the overview you can see which risk profile your investment corresponds to. You can also see which services are active for your account (automatic rebalancing, diversification, benchmark tracking). At the bottom under “portfolio review” you can also see when the next review of your portfolio by our investment team is taking place.
Update now
You are not an impact investor yet?
Create your own impact investing strategy here. Once you’re an Inyova impact investor you can make use of our mobile app to manager your investment.
Advertising notice: The information and evaluations presented here are an advertising announcement which has not been prepared in accordance with legal provisions promoting the independence of financial analyses and is not subject to any prohibition of trading following the dissemination of financial analyses. The acquisition of this investment involves considerable risks and may lead to the complete loss of the invested assets. Inyova receives an all-inclusive fee of 0.9 - 1.2 & p.a. for its services, depending on the amount of assets under management. The exact calculation can be found at www.inyova.de/en/fees.
Risk notice: All information is only intended to support your independent investment decision and does not represent a recommendation by Inyova. The product information and calculation examples presented do not claim to be complete or correct. Only the specifications in the asset management contract incl. the further legal documents, which are made available to customers of Inyova via the complete customer documentation, are authoritative. Please read the asset management contract and the other client documents carefully before making an investment decision. The following applies to all shares and ETFs: Past performance is no guarantee of future performance. Information on past performance does not permit forecasts for the future. Investments in securities include the risk of a loss in value. Other securities services may achieve different results. The results for individually managed portfolios as well as the different time full stops may differ due to market conditions, different entry times, different portfolio sizes, individual restrictions and the respective composition of the portfolio.
Disclaimer: Past performance of financial markets and instruments is never an indicator of future performance. The statements or information contained in this document do not constitute a recommendation, offer, or solicitation to buy or sell any security or financial instrument. Inyova GmbH assumes no liability whatsoever with regard to the reliability and completeness of the information contained in this article. Liability claims regarding damage caused by the use of any information provided, including any kind of information which is incomplete or incorrect, will therefore be rejected. Furthermore, the statements contained in this document reflect an assessment at the time of publication and are subject to change. References and links to third party websites are outside the responsibility of Inyova GmbH. Any responsibility for such websites is declined.
EU Sustainable Finance Regulation: the terms and categories from this post do not correspond to the terms and categories of the EU Sustainable Finance Regulation. You can find the disclosures and explanations required under the EU Sustainable Finance Regulation at https://inyova.de/en/sustainable-finance-disclosure-regulation..
