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

    If an important event takes place concerning a share you have in your portfolio, you will be informed of it by means of an alert.

    An alert can be positive or negative:

    Positive alerts

    • the analysts raised the estimated earnings for the next year with at least 5%
    • the analysts raised the estimated dividend yield for the next year with at least 5%
    • the analysts raised the target price with at least 5%
    • the analysts raised their overall recommendation (e.g. from "hold" to "buy")
    • there was an important technical buy indicator

    Negative alerts

    • the analysts reduced the estimated earnings for the next year with at least 5%
    • the analysts reduced the estimated dividend yield for the next year with at least 5%
    • the analysts reduced the target price with at least 5%
    • the analysts reduced their overall recommendation (e.g. from "hold" to "buy")
    • there was an important technical sell indicator
  • 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.