Your George Invest Overview

Last Article Update 21.05.2025

Want to keep track of all your investments in one place? From your main screen, simply tap the George Invest tab for an overview of all your portfolios, securities and assets. With a clear structure and everyday language, it lets you follow your money, easy and hassle-free.

 

George Invest George Invest

Where to find the Invest tab

What is a tab, you ask? Nothing fancy. It’s just what we call the sections in the George navigation bar. You might already know the other ones, like “Overview”, FIT”, “Discover” or “Contact”. And now, “Invest”.

 

Invest tab view Invest tab view

The Invest tab is all about the essentials. No jargon, no need to get a finance degree. Just a clear view of your portfolios, securities and assets. Your money does the work – you get to simply watch.

Overview of your investments

Invest overview Invest overview

 

When you open the tab, you’ll see the sum of all your investments over a specific period (1 month, 3 months, 1 year, Max = last 5 years). The dotted line shows where you were at the start of this period.

 

When you hover anywhere along the line, you'll see the value for specific dates. The plus (green) or minus (red) label below the headline number just shows the difference between latest value and value at the start of the period.

Two cool tools: Discover and Search & Buy

Explore + Search and Buy Explore + Search and Buy

 

In your Invest overview, you’ll also see:

 

Discover: Explore investment options and filter according to your preferences. George will show you what might be a good fit for you.

Search and Buy: Choose from over 100,000 types of shares, funds and other assets. Shares are split in two groups: Austria and Worldwide. You can also invest small sums with fractions. It all adds up!

Your portfolios

Here you can see an overview of your portfolios and investments. For example, your funds, ETFs or shares. You can also create a new portfolio. You can see the total value and development of your portfolio(s) too.

George Invest Stories

George Invest Stories George Invest Stories

 

George Invest Stories gives you insights into the world of investments. Find out why it’s worth investing and how to best get started. Get up to speed on current topics, like what to do when the markets go on a roller coaster ride.

Personal guidance

Personal advisors Personal advisors

 

Something not quite clear? Need someone to talk to? From the tab, you can make an appointment with your advisor, at a nearby branch or online. Plus, see what investments your bank recommends.

Watchlist

Watchlist Watchlist

 

Notice the Watchlist in your Invest Tab? First off, good eye. Second, this is where you highlight investments whose development you want to keep an eye on. To do so, find the investment using “Search & Buy”.  Then tap the star symbol on the top right. That’s it!

Have questions or issues with a specific feature? Take a look the other articles in the Help Center. We’re sure George can help.

Author: Tamara Berger-Feichter