inbestMe
Track your inbestMe portfolio in Index Balance. TWRR return, drawdown, Sharpe Ratio and projections that inbestMe does not provide.
inbestMe is a Spanish robo-advisor specialising in index investing and socially responsible (SRI/ESG) portfolios. It offers index fund and ETF portfolios from iShares and Vanguard, with standard, SRI, dynamic and pension plan variants. It is an alternative to Indexa Capital particularly valued by investors with sustainable investment preferences. inbestMe portfolios are globally diversified with equities and bonds in proportions adjusted to the user's risk profile. The platform stands out for its clear interface, the option to choose between fund or ETF portfolios, and integrated financial planning tools. Currently, inbestMe does not offer CSV export in a format compatible with automatic import in Index Balance, but you can manually record your subscriptions and redemptions. This allows you to obtain additional metrics in Index Balance such as historical drawdown, Sharpe Ratio, monthly benchmark comparison and customisable projections. Automatic import from inbestMe is on the Index Balance roadmap. If you are a user and want it prioritised, you can request it in the suggestions section of the application.
Frequently asked questions
Can I automatically import my inbestMe portfolio?
Not currently. inbestMe does not offer export in a format compatible with Index Balance. You can record your operations manually. Automatic integration is on the roadmap and you can vote for it in the app suggestions.
What is the difference between inbestMe and Indexa Capital?
Both are Spanish passive investing robo-advisors with similar philosophies. inbestMe stands out for its SRI/ESG portfolios and the option to choose between funds or ETFs. Indexa Capital is known for its low fees on large portfolios. Both are compatible with Index Balance through manual transaction recording.
Is inbestMe available outside Spain?
inbestMe operates primarily in Spain. For investors residing in other European countries, there are local robo-advisors with similar philosophies. Index Balance works with any broker or robo-advisor: you just need to record your transactions manually.
Can I track my inbestMe SRI portfolio in Index Balance?
Yes. You can manually add inbestMe's SRI funds to Index Balance by name or ISIN. Return analysis, drawdown and projections will work exactly the same as with any other index fund.