Shielddorf AI is an AI-powered analysis and decision-making platform for experienced private investors. The unified multi-exchange dashboard brings together holdings from multiple banks, brokers and trading venues in one place and ranks them with predictive analytics and ongoing risk assessment.
Read access via read-only connection. No automatic transactions without your approval. The final decision always remains with you.
AI note: Industry overweighting detected across two portfolios. Proposal for alignment is ready for consideration.
Many experienced investors spread their assets across multiple accounts, depots and trading venues over the years. Each point only shows a section. Interactions, double industry shares or creeping cluster risks easily remain hidden.
This is exactly where Shielddorf AI comes in. The platform collects reading data from your existing connections and brings it together in a calm, easy-to-read overall view. The AI uses this to calculate connections, volatility and stability reserves and formulates the results in clear German.
A central haven of peace for your asset management. All data streams come together in one place, while models calculate interactions and stability chances in the background.
Three clearly defined modules support you in low-risk decision-making. Each module explains what it checks, what data it uses and what you can derive from it.
Ongoing classification of fluctuations and dependencies across all connected stocks.
Models classify large amounts of data and show possible developments in understandable scenarios.
Concrete suggestions for risk reduction and careful optimization, tailored to capital preservation.
You remain in full control at all times. Shielddorf AI analyzes, explains and suggests. You take your time and decide whether and what you want to implement.
You connect existing depots via a read-only interface. The platform reads stocks and prices, but does not change orders or move capital.
Models clean large amounts of data, detect patterns and examine volatility, correlations and concentrations across all connections.
You will receive information on risk reduction and portfolio optimization in plain text with justification and classification of the investment horizon in retirement.
Three examples show how central analysis provides relief in everyday life. All scenarios are formulated as examples and describe how they work, not individual results.
An investor holds similar industry shares across three trading venues. Individually, each position appears moderate. Taken together, the dashboard shows a clear overweighting.
Result in the dashboard: Reference to sector overweighting with suggestion to carefully shift some into more broadly diversified, stability-oriented shares.
Predictive indicators indicate increased fluctuations in a segment. Instead of daily chart analysis, you receive a short classification with scenarios.
Result in the dashboard: Calm note with two scenarios and the question of whether the liquidity reserve is sufficient for the coming months.
Before a planned withdrawal, the analysis checks which positions are suitable for a partial sale without endangering the basic structure.
Result in the dashboard: Redeployment proposal with justification that focuses on capital preservation and predictable liquidity.
"There is currently an increased concentration in one industry segment across two of your three connections. To strengthen stability, a partial shift to more widely diversified shares could make sense. The implementation is left to your review."
This is how information in Shielddorf AI reads: factual, justified and without pressure to act. You can see at a glance what the recommendation is based on and what alternatives exist.
No. The connection takes place in read mode via a read-only interface. The platform analyzes stocks and market data, but does not trigger orders or move capital. You can carry out any implementation yourself through your bank or broker if you wish.
The dashboard is designed to bring together multiple banks, brokers and trading venues. We will clarify which connections are possible in your case in the platform preview based on your existing depots. If a direct interface is missing, we discuss organized alternatives such as manual import of statements.
The models continually check spread, volatility and dependencies and classify results according to stability and capital preservation. You will receive information about concentrations, scenarios for possible developments and suggestions for careful smoothing. Speculative strategies or short-term trading impulses are not part of the approach.
No. The interface uses large, easy-to-read typography, clear language, and guided setup. In the introduction, we accompany you step by step with the connection and initial overview. Many users then only work with the overall view for a few minutes per week.
Data is transmitted encrypted and stored separately from access data. Access is limited to what is necessary and logged. You can disconnect connections at any time and request that your stored analysis data be deleted. Details can be found in the data protection information.
We would be happy to show you in a personal tour how your portfolios can work in a shared view. Choose between an introductory conversation and information access to the platform preview.
