Lemor Savelora analysis dashboard for portfolio optimization

Optimize portfolio in 60 seconds

Connect your accounts, Lemor Savelora analyzes your data in real time and suggests a risk-adjusted investment structure - without manual tables or consultation appointments.

After connection Your dashboard shows risk indicators, level of diversification and a concrete recommendation for action - updated with every price movement.
1
Raw data Account balances, deposit positions, market prices
2
Analysis Pattern recognition and risk calculation in real time
3
Rating Comparison with your investment horizon and risk profile
4
Recommendation Concrete proposal for portfolio adjustment
From data to decision

A process, not a gut feeling

Lemor Savelora processes market data and your personal account structure in a consistent system. Instead of individual key figures, you receive a coherent assessment that is constantly updated.

The recommendations are based on statistical models, not on forecasts by individual analysts. Every adjustment is comprehensibly justified before it is implemented.

Real-time processing Course changes are directly reflected in the evaluation
Automated risk assessment Continuous comparison with your risk profile
Comprehensible logic Every recommendation is documented with justification
No consultation appointments Adjustments are made directly in the dashboard
Facility

Ready to go in under 60 seconds

Three steps, no multi-page forms, no waiting for a call back.

01

Connect accounts

Depot and bank details are integrated via a secure interface. No manual entry of positions is necessary.

≈ 20 seconds
02

Analyze data

The system automatically calculates the risk exposure, level of diversification and expense ratio of your existing investments.

≈ 25 seconds
03

Optimize portfolio

You will receive a concrete adjustment recommendation that you can check and approve with one click.

≈ 15 seconds
Range of functions

Four building blocks for well-founded decisions

Each function works on the same data set so that recommendations remain consistent.

Prognosis

Predictive Analytics

Statistical models evaluate possible price developments based on historical patterns and current market conditions. Results are presented as a probability range, not a fixed number.

Security

Risk assessment

Each position is checked for volatility, correlation and cluster risk. Deviations from your defined risk profile are flagged before they have an impact.

Actuality

Real-time insights

Key figures in the dashboard reflect the current market status, not the status of the last reporting. Changes are visible immediately after price movement.

Structure

Diversification

The system highlights overlaps between funds and individual stocks and suggests adjustments to avoid unintended concentrations.

Lemor Savelora team developing the analysis models
About the platform

Designed for families with little time, lots of responsibility

Lemor Savelora is aimed at households looking to build long-term wealth without tracking market data on a daily basis. The platform takes over ongoing monitoring and only reports when a decision makes sense.

All calculations run on the server side on an encrypted infrastructure. Access to your account data is only possible via reading via standardized bank interfaces.

How it works

How the recommendations are made

Transparency about methodology and data handling is a prerequisite for a financial decision.

Algorithm at a glance

A multi-level model combines historical market data with your individual risk profile. Weightings are regularly recalculated based on new market data, not set once.

Data protection

Account data is transmitted encrypted and used exclusively to calculate your own recommendations. It will not be passed on to third parties for advertising purposes.

Evaluation logic

Each recommendation is checked against your defined risk level and investment horizon. Suggestions that exceed these limits will not be displayed automatically.

Start with a well-founded overview

Connect your accounts and get an initial assessment of your current portfolio structure within a minute.

Data transmission is encrypted via standardized bank interfaces. Cancellation possible at any time in the account.