- office@thomasvittnertrading.com
WELCOME TO SMART INVESTOR – THE SMART & INDIVIDUAL SELF-INVESTMENT SOLUTION
Tailor-made security – because your assets are as unique as you are
Our strategies are based on fundamental investment principles and are backtested
Growth, quality, value, blue chips or small and mid-caps. They determine their own investment principles
They combine the strategies according to their personal taste so that none of their wishes remain unfulfilled.
Thanks to full automation, implementation takes just 5 minutes per month
SHARE STRATEGIES WITH OUR STF’s FROM EUR 39/month
Standardized investment strategies with ETFs are a thing of the past. With SmartInvestor, you invest with our STFs - THE 'SMART TRADING FUNDS' - according to your own needs. Whether high-growth future markets, undervalued value stocks or a balanced mix - whether blue chips or small caps - you determine the direction and weighting of the STFs, we take care of the optimal implementation. Our data-driven analyses and various strategies help you to make targeted use of opportunities and manage risks intelligently. This makes your portfolio transparent and as individual as your financial goals.
STFs Factsheets
The shares are exchanged once every 4 weeks at the earliest.
The shares are exchanged once every 4 weeks at the earliest.
Growth, value, quality momentum and much more
S&P 100, 500, Nasdaq, Russel 1000, 2000, 3000, industries & sectors and much more
We have the data – you have the advantage
… and more. Diversification means spreading the risk as evenly as possible
You choose the right investment mix for you from our STF strategies.
Our STFs (SmartTradingFunds) invest in different equity universes (large caps vs. mid caps) and are based on different investment principles (value, growth, etc.).
This allows you to create the ideal investment mix, as you decide how many strategies to use and how to weight them.
Once you have made your selection, you can subscribe to the strategy on a monthly basis at a fixed price and trade (or have it traded) automatically at the touch of a button on one of your partner broker accounts.
At this point, we would like to expressly point out that we do not provide investment advice. All our advisory services are of a technical nature. You are 100% responsible for choosing your own strategy. They also handle the buying and selling of shares. Either via 99% automation or manually.
An account with MEXEM, WH SelfInvest (multi-market account) or Interactive Brokers is a mandatory requirement for the automated trading of your SmartInvestor strategy.
Other stock brokers are possible if you do without the practical automation of SmartInvestor, but we strongly advise against this for various reasons.
But ultimately you decide where you trade. We will inform you in detail about suitable partner brokers after your registration.
The broker account is free for active use with all partners
Translated with www.DeepL.com/Translator (free version)
As soon as you are satisfied with your customized strategy, you can activate it for your trading account with just a few mouse clicks.
If you need assistance with the setup (opening an account with the broker, connecting the interfaces, technical support when operating the platform), we are happy to help.
In this case, book the Implementation module. We will then contact you with a further appointment proposal and set everything up together with you.
[AdOn 1 – FREE BUT OPTIONAL]
Note: if you open a trading account with one of our partner brokers and trade SmartInvestor via this account, this service is free of charge. You therefore save EUR 79.
We would like to expressly point out that we do not provide investment advice. All our advisory services are of a technical nature. You are 100% responsible for choosing your own strategy.
* In order to be able to automatically trade the strategies on your MEXEM, WH Selfinvest or Interactive Brokers account, access to the Portfolio 123 software is required for a fee. For this you need at least the “Screener” version of Portfolio 123. If you do without this automation, there are no further software costs. More on this in the initial consultation.
Yes, of course. Don’t worry. It’s like driving a car: you don’t have to build or repair the car, you just have to drive it. For the SmartInvestor, this means that every few weeks (usually every 4 weeks) they simply buy a few shares and sell others. This is done with just a few mouse clicks and can even be fully automated.
If the broker covers all US stocks, which most do not, yes. In this case, and if you do without automation, you can also use other brokers. Please note that the trading frequency you choose will affect the order fees. We therefore recommend brokers who do not charge more than EUR/USD 2 per order. If your preferred broker fulfills all these requirements, you can use it.
That depends a little on their ideas and how they put the strategies together. You can successfully trade a single investment strategy (which we do not recommend) from EUR 10,000. If you use several strategies, which is sensible and strongly recommended for reasons of diversification (risk spreading), you should have correspondingly more investment capital. And if the question arises as to whether there is an upper limit. Sure – but if they have so much money that they move the markets with their order, we should urgently have a separate discussion…
100% in shares traded on US stock exchanges. The universe comprises more than 10,000 shares.
This is part of the system logic. Some STFs swap once a week, but most swap once a month. It should be noted, however, that all shares are never exchanged in the case of any selected rebalancing.
You will receive a precise explanation of the principles according to which shares are invested in, with which trading frequency and which position size, as well as the product sheets with the data. However, the exact system logic remains under lock and key.
Automation is 99% possible. If you choose one of the brokers we recommend and use the software for automation, so-called auto-trading is possible.
In this case, you will receive an email on the day of the rebalancing in which the shares to be exchanged are listed.
At the touch of a button, you can activate this swap and implement it on your broker account.
It is therefore a one-click proprietary trading approach.
If you do without this automation, you swap the shares “by hand”. Since an exchange usually only takes place every few weeks, this effort is negligible.
Note: Auto trading only from June 2025
Beta phase: you register via the button and we ensure that you can get started at the end of March.
Later with auto trading: all it takes is a few mouse clicks. We will send you a detailed description by email as soon as you register. Available from June 2025.
The strategy subscriptions can be canceled monthly at the click of a mouse with no lead time. With the beta version, you book 3 months without renewal.
It depends on what you want to use and how many strategies you book. Because we differentiate between
The cheapest package – if you do most of the work yourself, don’t need tech support from us and can manage without automation – is the cheapest STF subscription (from EUR 39/month).
See our transparent price table.
Beta Phase fixed price EUR 147.-
Yes, but at different conditions depending on your assets under management. In this case we charge a management fee of 0.5%. Please discuss this at the initial strategy meeting.
We don’t want to turn you into an IT nerd. We just want to help them to invest their money professionally and successfully on their own, even without expert knowledge. To this end, we provide all SmartInvestor customers with investment strategies from the world of high finance that they would not normally have access to as so-called retail investors. And at relatively manageable costs.
IT Nerd, Heavy Trader und “Quant” – AI Image
Sincerely, Thomas Vittner
