Reference portfolio & history
See every holding, precise weights, the current cash allocation and the complete performance curve compared directly with the DAX.
Follow professional, rule-based stock portfolios in the live portal. Calculate your individual position sizes with a click, see every change updated daily and easily replicate the system through your own broker.

AUTOMATED REFERENCE PORTFOLIO
No flood of emails. No confusing PDFs. Light 2.0 and Premium 2.0 update their reference portfolios fully automatically — and you plan your own allocation in the portal in just a few clicks.
After the market closes, the momentum rules evaluate the stock universe by relative strength. Defined criteria determine entries and exits.
The reference portfolio, its history and all upcoming changes for the next trading day come together in one dashboard.
Enter your personal account size in the portal. The allocation view calculates your share quantities — you place the orders yourself.
THE LIVE PORTAL
Get a close-up view of the reference portfolio. Follow its historical performance since 2003, explore every transaction in detail and use the integrated account calculator to plan your own allocation.

See every holding, precise weights, the current cash allocation and the complete performance curve compared directly with the DAX.
Simply enter your account size. The portal calculates your exact target values, share counts and rounding results using the latest daily data.
Follow every transaction — buys and sells with WKN — as soon as the system sets a new course after the market closes.
PLANS & PRICING
Both versions use the same proven momentum rules. Choose between a focused standard universe and an expanded elite basket including the crisis filter.
LIGHT 2.0
A defined universe drawn from four major benchmark indices — ideal for a clear, straightforward start in rule-based investing.
$299/ year
Equivalent to just $24.92 / month (36% savings compared with monthly payments)
PREMIUM 2.0
RECOMMENDEDAround 180 of the strongest-trending and most fundamentally healthy stocks from the major US and European indices — including the crisis filter for market context.
$499/ year
Equivalent to just $41.58 / month (30% savings compared with monthly payments)
GET STARTED
Leave gut feelings, endless market commentary and constant guesswork behind. Choose the stock universe that suits you and transparently replicate the reference portfolio in your own brokerage account.
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