1. Describe your wealth
Enter your liquidity, that is the sum of your overnight deposits and savings deposits. Add your securities with name, WKN or ISIN – or upload your portfolio statement.
Portfolio check
Check your wealth. Secure your return opportunities.
Want to know how to get more out of your wealth? Then put your investment to the test now – with the free portfolio check from quirion. You will receive an individual assessment from our investment experts.
What you get
A personal assessment. Free of charge.
Checked by Quirin Privatbank.
Quirin Privatbank AG prepares the portfolio check on behalf of quirion AG. It is our parent company and holds a full banking licence. Behind it stands our professional, science-based investment concept. quirion is a test winner in many reviews by the trade press and has been recognised many times over – by the Deutsches Institut für Service-Qualität, extraETF, €uro am Sonntag, Focus Money, Stern and many more. Read more about our awards
How the portfolio check works
Four steps to your assessment.
Your details are transmitted with TLS encryption and treated confidentially.
2. Choose your risk tolerance
You rate your financial risk tolerance in one of five classes: from A (low) to E (high).
3. Enter your details and send
You enter your name, address, phone number and email and order the portfolio check. For this, your data goes to Quirin Privatbank.
4. Receive your assessment
Our financial experts check your investments. Within 3 weeks you receive your assessment by post and electronically.
Portfolio check
Request your portfolio check.
Your risk tolerance and your personal details are required. Liquidity, securities and portfolio statement are optional. The form is in German.
Prefer post? Send your portfolio check order to quirion AG, c/o Marketing, Kurfürstendamm 119, 10711 Berlin, Germany.
Questions about the portfolio check
What does the portfolio check cost?
Nothing. The portfolio check and your assessment are free of charge.
Who prepares the assessment?
Quirin Privatbank AG prepares the portfolio check on behalf of quirion AG. For this purpose, we pass your data on to Quirin Privatbank AG.
When will I receive my assessment?
Within the next 3 weeks. We send it to you by post and electronically.
What details do you need from me?
For the analysis we need information about your liquidity, your risk tolerance and your securities.
- Liquidity: the sum of all overnight deposits and savings deposits, in euros without cents.
- Securities: name, WKN or ISIN. The form suggests matching securities. If yours is not listed, enter your own description. You can add as many securities as you like.
- Personal details: please fill in completely.
If you hold no securities, skip this part of the form.
Can I upload my portfolio statement?
Yes, instead of entering the securities one by one. You can upload one or more portfolio statements, up to five files as PDF, JPG or PNG. Drag the files into the field with the dashed border and wait until they are fully uploaded. The upload is optional.
What do the risk classes A to E mean?
With the risk class you rate your financial risk tolerance: A means low, E means high. You see the details of each class in the form when you move the mouse over the fields A to E.
What happens to my data?
Your data is transmitted with TLS encryption and treated confidentially. When you send the order, you consent to the processing of your details for the portfolio check. Read more in our privacy policy.
Can I order the portfolio check without the online form?
Yes. Send your portfolio check order by post to quirion AG, c/o Marketing, Kurfürstendamm 119, 10711 Berlin, Germany. We are happy to answer any further questions via our contact page.
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