Demo Mode - Read Only
You're viewing sample data. Sign up for free to create and manage your own financial data.
Financial Overview
Track your wealth across all accounts
All monetary values on this page are shown in the selected currency using daily exchange rates from the European Central Bank (ECB).
Total Net Worth
€223,706.39
This Month
+€66,000.00
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
88
/100Excellent
Largest Position
46%
Property
Portfolio Value Over Time
Portfolio Performance
Asset Breakdown
Currency Distribution
Exchange Rates
vs EURGBP/EUR
1.1743
USD/EUR
0.8749
Official ECB rates • Updated daily
Visual Analytics
Assets by Type
Accounts by Type
Assets by Account
Balance Historic Balance
| Date | Pension | Saving | Cash | Investment | Property | Total |
|---|---|---|---|---|---|---|
| 23 December 2025 | €41,200.00 Pension | €43,570.87 Saving | €17,336.57 Cash | €18,998.95 Investment | €102,600.00 Property | €223,706.39 |
| 01 November 2025 | €40,902.00 Pension | €44,613.42 Saving | €17,369.30 Cash | €19,142.95 Investment | €103,056.00 Property | €225,083.67 |
| 01 October 2025 | €38,812.00 Pension | €41,983.15 Saving | €16,586.21 Cash | €18,420.00 Investment | €99,101.00 Property | €214,902.36 |
| 01 September 2025 | €38,036.00 Pension | €42,220.67 Saving | €15,751.15 Cash | €17,255.08 Investment | €97,664.00 Property | €210,926.90 |
| 01 August 2025 | €36,991.00 Pension | €39,364.60 Saving | €15,744.71 Cash | €16,842.56 Investment | €96,792.00 Property | €205,734.87 |
| 01 July 2025 | €34,330.00 Pension | €38,401.95 Saving | €15,499.77 Cash | €15,319.17 Investment | €101,750.00 Property | €205,300.89 |
| 01 June 2025 | €34,284.00 Pension | €36,606.33 Saving | €14,913.25 Cash | €15,599.14 Investment | €95,048.00 Property | €196,450.72 |
| 01 May 2025 | €33,212.00 Pension | €33,847.91 Saving | €13,878.51 Cash | €15,107.18 Investment | €99,468.00 Property | €195,513.60 |
| 01 April 2025 | $31,851.00 Pension | $34,800.89 Saving | $13,248.18 Cash | $13,983.26 Investment | $95,016.00 Property | $188,899.33 |
| 01 March 2025 | £30,360.00 Pension | £34,003.54 Saving | £13,268.13 Cash | £13,079.27 Investment | £99,746.00 Property | £190,456.94 |