PROFILE

Profile

Your criteria and saved investments — stored in this browser.

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How to read the result

  • X / Y is your own choices

    The number shows how many of the criteria you answered the investment respects. It is not a measure of quality.

  • “No limit” counts

    If you deliberately choose “No limit” or “No preference”, that is a valid answer and counts as met. Questions you have not answered do not count at all.

  • Missing data counts neither for nor against

    If an investment does not report a figure, the criterion shows “Not enough data” and is kept out of X / Y. This is always explained on the page.

  • Exclusions are always clearly shown

    If you have excluded a region or theme and the investment still hits it, it is highlighted — no matter how the rest looks.

  • The order in search

    A met criterion counts 1, a partly met one 0.5. Broken exclusions are placed last. Every investment is always shown; nothing is hidden.

  • Historical returns are information only

    1, 3 and 5-year figures and the largest drawdown never enter the match and do not affect the order. Past performance is no guarantee of future returns.

How Wizer Invest works

Wizer Invest compares the criteria you choose with objective characteristics of an investment. The tool does not decide which criteria are right for you and does not recommend buying, selling or holding anything. All figures in this version are fixed demo data.

What Wizer Invest does not do

  • does not assess your personal finances
  • does not calculate your risk tolerance
  • does not tell you what to buy
  • does not tell you what to sell
  • does not recommend a portfolio
  • does not provide financial advice