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Financial Overview
Track your wealth across all accounts
Asset Breakdown
|
Pension
15 accounts
|
€120,000.00
No change
|
|
Saving
15 accounts
|
€50,000.00
No change
|
|
Cash
14 accounts
|
€30,000.00
No change
|
|
Investment
15 accounts
|
€10,000.00
No change
|
|
Property
15 accounts
|
€50,000.00
No change
|
Total Net Worth
€260,000.00
Portfolio Insights
Diversification
How it's calculated
We use the Herfindahl-Hirschman Index (HHI) to measure concentration across your asset types.
Score ranges:
• 70-100: Well diversified
• 50-69: Moderately diversified
• 30-49: Concentrated
• 0-29: Highly concentrated
Status
87/100
Largest Position
Pension
46.2%
Currency Distribution
EUR
100.0%
Visual Analytics
Assets by Type
Accounts by Type
Assets by Account
Portfolio Value Over Time
Progress
Over Time
0.00%
Historic Balance
| Date | Pension | Saving | Cash | Investment | Property | Total |
|---|---|---|---|---|---|---|
|
March 2024
|
€120,000.00
Pension
|
€50,000.00
Saving
|
€30,000.00
Cash
|
€10,000.00
Investment
|
€50,000.00
Property
|
€260,000.00
|
|
February 2024
|
€112,000.00
Pension
|
€46,666.67
Saving
|
€28,000.00
Cash
|
€9,333.33
Investment
|
€46,666.67
Property
|
€242,666.67
|
|
January 2024
|
€104,000.00
Pension
|
€43,333.33
Saving
|
€26,000.00
Cash
|
€8,666.67
Investment
|
€43,333.33
Property
|
€225,333.33
|
|
December 2023
|
€96,000.00
Pension
|
€40,000.00
Saving
|
€24,000.00
Cash
|
€8,000.00
Investment
|
€40,000.00
Property
|
€208,000.00
|
|
November 2023
|
€88,000.00
Pension
|
€36,666.67
Saving
|
€22,000.00
Cash
|
€7,333.33
Investment
|
€36,666.67
Property
|
€190,666.67
|
|
October 2023
|
€80,000.00
Pension
|
€33,333.33
Saving
|
€20,000.00
Cash
|
€6,666.67
Investment
|
€33,333.33
Property
|
€173,333.33
|
|
September 2023
|
€72,000.00
Pension
|
€30,000.00
Saving
|
€18,000.00
Cash
|
€6,000.00
Investment
|
€30,000.00
Property
|
€156,000.00
|
|
August 2023
|
€64,000.00
Pension
|
€26,666.67
Saving
|
€16,000.00
Cash
|
€5,333.33
Investment
|
€26,666.67
Property
|
€138,666.67
|
|
July 2023
|
€56,000.00
Pension
|
€23,333.33
Saving
|
€14,000.00
Cash
|
€4,666.67
Investment
|
€23,333.33
Property
|
€121,333.33
|
|
June 2023
|
€48,000.00
Pension
|
€20,000.00
Saving
|
€12,000.00
Cash
|
€4,000.00
Investment
|
€20,000.00
Property
|
€104,000.00
|
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