Question 1

How does AI move analysis work?

Accepted Answer

The AI breaks down your portfolio's performance by asset, searches for relevant financial news, and synthesizes the macroeconomic context together with analyst views. Available over 4 smart ranges: since the peak, the trough, this month or this quarter.

Question 2

How can I track my stock portfolio for free?

Accepted Answer

Mercurys lets you track your stock portfolio for free (brokerage, tax-advantaged and crypto accounts). Add positions manually or import your broker statements as PDF. You get performance, sector and geographic breakdown and allocation in real time.

Question 3

What is AI portfolio analysis?

Accepted Answer

Mercurys' AI analysis rates your portfolio on diversification, fees (TER) and correlations between assets, and suggests improvements with cheaper or more diversified alternative ETFs.

Question 4

Can I get price alerts on stocks and ETFs?

Accepted Answer

Yes, Mercurys offers email price alerts on stocks, ETFs and cryptocurrencies. Set a price threshold and get notified when the price rises above or falls below your target.

Question 5

How do I build an ETF portfolio?

Accepted Answer

Mercurys' AI builder creates a personalized ETF portfolio based on your risk profile, your geographic and sector preferences, your account type and your investment horizon.

Question 6

Is Mercurys suitable for beginner investors?

Accepted Answer

Yes, Mercurys includes a complete guide to learn investing: the basics of the stock market, ETFs, account types, portfolio construction and a detailed FAQ.

Julius Bär Gruppe AG

Financial Analysis