ADVICE, the online investment advice

Keytrade Bank has developed a revolutionary module that gives online investment advice, based on the client's trading portfolio. ADVICE is free of charge.

  • What you can expect from ADVICE
    Every day you will get buy and sell advices that take into account your investment profile and the composition of your current trading portfolio.

    Arbitration-transactions will be recommended if it is opportune to replace a certain share from your portfolio with another one. It can for example be possible that a share X from a certain activity sector has a better scoring than your share Y from the same sector.

    The global structure of your trading portfolio is also closely followed. You will be recommended to build a balanced portfolio, that is the necessary sector sharing out as well as geographic spreading.

    Alerts keep you informed if an event having an impact on the quote of one of your values occurs.

    With the Screening function , you can ask ADVICE to give an opinion on a particular share that you have yourself inserted.

How to access ADVICE ?
This Keytrade Bank's online advice module falls under the legal framework of Asset Management. For this reason the Law commits us to regulate this service within an Asset Management Contract.

This means that:

  1. Keytrade Bank's clients' investment profile is determined by means of an online survey made out of 10 questions. Possible profiles are: conservative, neutral, dynamic or aggressive.
  2. You sign online the Asset Management Contract.
  3. You will then receive immediate access to ADVICE's module..

  • How can I start off with ADVICE

    1. You own shares within another bank or stockbrokerage firm.
      Open an account for free and initiate your deeds transfer. Pay attention: at Keytrade Bank you do not have any management fees or custodian fees for your online assets.

      After having accessed our secured site, sign in the Asset Management Contract and fill in the form that will determine your investment profile.

      As soon as you have shares in your Keytrade trading portfolio you can follow ADVICE's recommendations.

    2. You do not have shares yet
      Open an account for free at Keytrade. After having accessed our secured site, sign in the Asset Management Contract and fill in the form that will determine your investment profile.

  • 6 sorts of advices
    There are 6 sort of advices daily updated and driven by a motivation.

    • Buy advice

      Every day, maximum 3 real buy advices are given.

      These advices take into account your investment profile (conservative, neutral, dynamic or aggressive) and the composition of your current trading portfolio.

      Before a share is recommended as worthy to buy, this share undergoes an extensive analysis. This analysis is based on 37 different criteria. Only the best scoring shares will be retained from this analysis and can be recommended.

      Shares that could disrupt the global structure of your portfolio (global asset allocation) are not recommended (e.g. If your portfolio already contains many financial values, no new financial values will be advised). Also no buy advice is given for shares you already have in portfolio.

      If Keytrade Bank does not have sufficient reliable or coherent information of a certain share at its disposal, this share will never be recommended.

      Finally, no buy advice will be given for the very small shares (market capitalization less than 250 million), since we consider the quality of the information on such companies as insufficient to be able to base an advice on it.

      All buy advices will be motivated by means of a simple readable diagram.

    • Sell advice
    • Arbitration advice
    • Global allocation advices
    • Alerts
    • Screening

    ADVICE only gives recommendations concerning the trading portfolio. No advice will be given for derivative products, bonds, funds or other financial instruments.
    ADVICE does not take into account cash available in your portfolio.

  • For which stock markets and for which shares ADVICE is granted?

    ADVICE gives recommendations concerning your trading portfolio. For all other investment instruments no advice is given. Keytrade Bank does not give advice for small caps (market capitalization less than € 250 million) or shares that are not sufficiently followed by financial analysts.

    ADVICE is given for +/- 5000 shares listed on Euronext Brussels, Euronext Paris, Euronext Amsterdam, London Stock Exchange, Xetra (Frankfurt), Borsa Italiana (Milan), New York Stock Exchange (NYSE), NASDAQ, American Stock Exchange (AMEX) and Swiss Stock Exchange.

    Keytrade Bank does not give advice for small caps (market capitalization less than € 250 million) or shares that are not sufficiently followed by financial analysts.

  • For which type of client is ADVICE intended for?

    Each client of Keytrade Bank can, on one's own initiative, appeal for this online advice module. There is no minimum portfolio value required.

    However, a balanced trading portfolio contains at least 10 to 15 different lines. The value of a share position amounts to preferably- for costs reasons - at least to € 2,500. This means that a well-balanced trading portfolio amounts to at least € 25,000 to € 35,000.

    If your trading portfolio is smaller, ADVICE can give you useful buy -and sell advices. The arbitration advices and the Global allocation advices will be less relevant.

More questions, download ourFAQ's or contact our helpdesk +32 (0)2 / 679 90 00 or info@keytradebank.com.