Synergie Capital AI continuously evaluates market data and translates it into comprehensible recommendations - so that you can build up reserves without spending hours on financial analysis.
Transparent methodology instead of black box algorithms – every recommendation is comprehensibly justified.
Project income fluctuates, payment terms shift, and there is little time for portfolio theory or tax planning between two orders. Many freelancers therefore leave available capital unused in their checking account or make decisions without a structured data basis.
Synergie Capital AI collects relevant market and risk data, continuously evaluates it and suggests portfolio structures that fit your liquidity needs. You control deposits, withdrawals and risk settings yourself at any time.
Four core functions form the basis for data-driven portfolio decisions - from ongoing market monitoring to automated risk limitation.
The platform continuously evaluates market, price and risk data and detects changes as they occur, rather than waiting for daily or weekly reports.
After registering, you set your risk profile and savings goal. The software handles allocation and initial execution automatically, without manual individual orders.
Predefined thresholds reduce portfolio volatility by automatically adjusting positions based on specified market conditions.
Statistical models estimate possible development paths based on historical patterns and show how different withdrawal scenarios could affect your capital.
Instead of relying on an advance of trust, Synergie Capital AI relies on traceability: three steps that lead from data input to documented portfolio adjustment.
Market, interest rate and volatility data from multiple sources are continuously merged and cleaned before being incorporated into the analysis.
Algorithms identify recurring connections between market conditions and portfolio development and assign the current data to historical patterns.
The system adjusts the portfolio structure within your previously defined risk limits and documents every change in a comprehensible manner.
Depending on the phase of life and the project, priorities shift. The portfolio structure adapts to these goals instead of providing a blanket solution.
For freelancers who want to build up a buffer for three to six months of fixed costs between projects, the software prioritizes lower-risk positions that are available at short notice.
If you want to invest capital over several years, you can choose a more diversified portfolio that is more focused on growth and takes into account regular payments from project income.
A conservative sub-portfolio with a short holding period and high availability can be set up for amounts that are intended for the next tax advance payment.
Your data will be transmitted encrypted and used exclusively for portfolio analysis. Only the systems that are necessary to calculate your recommendations receive access.
Availability depends on the investment strategy chosen. More conservative portfolio components are generally available for a shorter period of time than growth-oriented positions that are designed for a longer investment horizon.
The models are based on historical data and statistical probabilities, not certainties. They provide a structured basis for decision-making, but do not replace a guarantee for future performance.
Registration, risk profile and initial portfolio allocation are completed in under a minute. Synergie Capital AI then continuously monitors and documents your portfolio structure.
Set up your portfolio nowYou can adjust settings or pause the analysis at any time - without waiting and without additional forms.