There are plenty of charts, tricks, and tools you can use to make portfolio decisions. But two can tell you almost everything you need to know. Here’s how they work – and what they say about markets now.

A century of data, a few key signals, and why even a “perfect” portfolio will still break your heart sometimes.

Human skills aren’t diminished in an AI world – they become even more valuable. Here’s how they can give you an investing advantage.

*Terms and Conditions: To qualify, you must complete the Modern Investor Pulse Survey and submit it before June 6th 2025, 23:59 GMT. You must be 18 or over, have a valid email address, and respond to claim your prize within 2 weeks of being contacted. Submissions to the survey will go through a random draw, and the winner will be contacted via email. 1 winner will win a lifetime Finimize Pro subscription. 3 winners will win 1 year of Finimize Pro.

Crafted with passion by Team Finimize in London, Sydney, Zurich, Toronto, Lille and Seville.

© Finimize 2025 | 280 Bishopsgate, London, EC2M 4AG

Manage email preferences or unsubscribe from all Finimize Emails including the Daily Brief.