Private investors | Performance Watcher

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Compare your own management with that of professionals

Our database contains nearly 15,000 discretionary accounts, across various reference currencies and risk levels. By calibrating your portfolios to the corresponding risk level, you will be able to compare your management to consistent composites in a dynamic way.

Understand objectively the competitiveness of delegated management

Our database contains nearly 15,000 discretionary accounts, allowing you to compare the performance and risk of your portfolio with those of the community.

Identify risk deviations independently of the manager

With our absolute and relative risk measurement tools, you can monitor the level of risk your manager takes independently and objectively. This way, when you discuss your questions with your manager, you will be able to get explanations for your questions rather than being subjected to his explanations without context.

See if the performance path is in line with market circumstances.

Suppose the manager tells you that they are adapting. In that case, you will be able to check whether they have indeed been proactive in managing risk and whether their decisions have generated outperformance.

How it works

Performance Watcher is a participatory network that makes it easy to compare, track and communicate investment results.

Participate in the community with your own data in complete anonymity

Compare and evaluate in an interactive, modern and safe way

Monitor results on a daily basis and be alerted in time

Communicating effectively and cost-efficiently

Test our perfometer

The Perfometer is the heart of Performance Watcher's analysis tools. Thanks to its simplicity and precision, it allows you to instantly compare the competitiveness of the portfolio under analysis. Without jargon, an explicit and simple-to-understand weather pictogram, gives you the information you need to make your assessment.

For example here, for the last three months, with three anonymised investment funds, very popular in Switzerland:

FUND 1 - CHF - Mid Risk
FUND 2 - CHF - Mid Risk
FUND 3 - CHF - Mid Risk

Performance 2.73

Risk 3.93

Performance 0.14

Risk 5.60

Performance 1.07

Risk 5.49

Evaluate wealth management by comparison

To enable a non-professional to understand whether the management of his delegated portfolio is done correctly, objectively and independently of the manager.

Join the community to...

How it works

A powerful and intuitive solution for tracking performance and risk

Test our perfometer

Would you like to test with your own performance data?

Private investor licenses