Your assets, fully in view

Portfolio analysis & optional strategic support

With our portfolio analysis service, you not only receive a detailed assessment of your current investment, but also a strategic roadmap for the challenges of future market phases. Transparent, customized & at eye level.
Request now

How we support you

You request your desired package here and we will contact you for the onboarding call. You then provide us with your portfolio statements, objectives and risk profile. On this basis, we will start the analysis and send you your individual recommendations. If you book additional consultations, we will plan the appointments together and easily arrange them according to your calendar.
Onboarding call
At the beginning, we take the time for an in-depth discussion: your life goals, your existing portfolio, your risk appetite - and everything that is relevant to you. This provides us with a sound basis for your personal analysis.
Comprehensive portfolio analysis & potential
We analyze your entire investment: asset allocation, diversification, cost structure, performance and risks. On this basis, we develop specific potential for you, tailored to your goals and the current market cycle.
Continuous support from our community
Your portfolio is never static - and you don't have to manage it alone. With our access to the Grey Capital community, we actively support you in implementing the potential and guide you safely through volatile phases.
Personal sparring partner at eye level
You don't get anonymous reports, but real conversations with real professionals. Our aim is to reduce complexity, make decisions clearer and give you security - at all times.
Optional booking: Strategy calls
Every three months, we take time to discuss market phases, reflect on shifts or weigh up potential purchases/sales. This ensures that you remain capable of acting at all times - and your portfolio remains flexible. Disclaimer: This is an additional service that can be booked

Experiences from the community

Pat, 42

Partner & Director in the IT and management consulting industry, initial portfolio in the seven-figure range
"The portfolio analysis with Juri was a real added value."
I have two portfolios: a long-term, stable ETF portfolio with Sparkasse, and an actively managed trading portfolio, where I take a much more dynamic approach. It was this second portfolio that I had Juri analyze in October last year.

The analysis was extremely thorough: Juri took a lot of time to discuss each individual stock in detail and gave me a clear, honest assessment of each one—including specific recommendations.In addition to analyzing my portfolio, we also spent over an hour discussing the overall market, macroeconomic developments, and possible scenarios for the coming months. Even back then—long before the correction in April—Juri indicated that a setback or even a bear market was possible in early 2025.

Conclusion: The analysis not only helped me in the short term, but also sharpened my strategic thinking in the long term. I can wholeheartedly recommend Juri—he is highly skilled, honest in his assessments, and has a very good feel for the market.

Klaas, 22

Farmer,
Portfolio in the low six-figure range
About a year ago, I ventured into day and swing trading—and quickly realized how challenging and overwhelming the dynamics of the markets can be, especially for beginners. After a few setbacks, I decided to seek professional help and took advantage of Grey Capital's portfolio analysis service. In an extremely informative video call, Juri and I were able to reflect on my previous mistakes, my existing portfolio, and fundamental market issues, and discuss them in depth. This experience not only added great value to my professional knowledge, but also strengthened my confidence in new strategies and my mindset as a trader.

In the months that followed, I managed to deepen my knowledge in a targeted manner and apply it consistently. The result: within just three months, I was able to almost double my portfolio. The technical and mental learning curve during this time was enormous.The continuous exchange on the Discord server was also particularly valuable for me. Even after the first video call, Juri was always available to answer my questions—a commitment based on getting to know each other personally and a trusting relationship.

Mathias, 40

Managing Partner in the digital and financial sector,
Portfolio initially in the mid six-figure range
Last year, Juri took the time to analyze my portfolio in detail. He not only examined each individual position, but also contributed his enormous expertise in micro and macroeconomics. I was particularly impressed by how structured his approach was—no gut decisions, just fact-based action.

He showed me how important it is to block out emotions when investing, to clearly assess risks, and to make targeted use of opportunities. Thanks to his recommendations, I was able to significantly optimize my portfolio and—also thanks to a stroke of luck—was perfectly positioned with a substantial cash position ahead of the yen carry trade. I invested this capital strategically and achieved a strong excess return compared to the indices in 2024.

If you want to strategically take your portfolio to the next level, Juri will provide you with not only expert knowledge, but also a clear, actionable plan.

Request now

In this form, you can provide us with all the important information about your portfolio—from your goals and current setup to any special requests. This allows us to prepare optimally for our first call with you, better understand what you expect from us, and respond specifically to your questions. This forms the basis for a well-founded analysis and a clear roadmap.
Would you like strategic support beyond the analysis in addition to the portfolio analysis?

Melde Dich jetzt zum Newsletter an

Freue Dich auf wöchentliche Updates zum Marktgeschehen!