Global ETF portfolios incl. rebalancing

All ETF standard portfolios are build on a desired strategic risk-return profile. 4-6 times a year the profile is tactically changes to reflect short-term conditions or to rebalance to strategy.

Analyze and build own portfolio

In the Dashboard Neptoon offers a feature where users can become portfolio managers themselves with assistance from a Financial Robot. The Dashboard resembles those that professionals use in banks, an lets you shuffle cleverly and safely around with building blocks like asset classes, equities and bonds and view the long-term impact on wealth.

View detailed portfolio

The Neptoon Dashboard has a core solution in the interaction between user and the Robot. The Detailed Portfolio dynamically reflects the user actions.

Select universe, active and passive funds

Neptoon offers a unique functionality where users can change not only the Neptoon suggested profiles on weights, risk and return, but also the funds themselves. Both active and passive funds with several keyfigures of the funds viewable. Such as costs, ESG and dividends.