What is the Academy?

The Academy is your personal training mode for building portfolios — with no real money and no risk. You create a sample portfolio, answer a few questions about your investment goals and risk profile, then choose an AI Companion that shares your investment philosophy.

The Academy is ideal if you want to understand what a well-structured portfolio looks like — whether you're new to investing or already experienced.

Risk-Free Learning

In the Academy you work exclusively with virtual training portfolios — your real portfolio is completely untouched. You can try different scenarios and strategies without any financial consequences.

That makes the Academy the perfect place to explore questions like:

  • How diversified should a portfolio really be?
  • Where are my concentration risks?
  • Which sectors am I missing?
  • How does a different asset allocation affect my risk profile?

Your Investor Profile

When you first open the Academy, you'll answer a few short questions — it takes less than two minutes:

  1. Investment horizon: How long do you plan to stay invested?
  2. Primary goal: Wealth building, capital preservation, dividend income, or something else?
  3. Risk tolerance: How much volatility can your portfolio handle?
  4. Experience level: Beginner, intermediate, or advanced?

Based on your answers, a suitable AI Companion is recommended — but you can always choose one yourself.

How to Get Started

  1. Navigate to Academy in the main menu.
  2. Answer the onboarding questions about your investor profile.
  3. Choose an AI Companion that fits your strategy.
  4. Create your first training portfolio — either empty or by adding positions.
  5. Start the conversation with your Companion and have your portfolio analysed.
You can create multiple training portfolios and work with different Companions — a great way to see how different strategies and investment philosophies evaluate the same holdings.

What to Expect

Once your training portfolio is ready, your AI Companion analyses it fully — highlighting concrete strengths, weaknesses, and areas for improvement:

Concentration Risk
Overweighted individual positions or sectors are identified immediately.
Geographic Diversification
Excessive concentration in a single market (e.g. heavily US-focused) is flagged.
Sector Balance
Missing sectors or imbalances in your industry allocation are highlighted.
Concrete Suggestions
Your Companion gives you clear recommendations for what would strengthen your portfolio.
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