Help

Read Full Guide →

Documentation version 2025.10

Financial Overview

Track your wealth across all accounts

Display currency

Portfolio view

How this portfolio is changing

Up to six monthly snapshots, converted to EUR. Values are fabricated but the calculations match the product.

Net worth

€223,552.55

€18,385.33 (9%) since July

Six-month net worth A line chart showing fabricated monthly net worth values in EUR. €228k €215k €202k Jul Aug Sep Oct Nov Dec
Net worth chart data
MonthNet worth
July 2025€205,167.22
August 2025€205,598.25
September 2025€210,782.63
October 2025€214,752.08
November 2025€224,925.22
December 2025€223,552.55

Where the money sits

Share of gross balances. Liabilities retain their minus sign.

Property 46%

€102,600.00

Saving 19%

€43,492.86

Pension 18%

€41,200.00

Investment 8%

€18,958.73

Cash 8%

€17,300.96

13 of 13 accounts represented EUR, GBP, USD source currency 6 monthly snapshots

Total Net Worth

€223,552.55

This Month

+€66,000.00

41.9%

Diversification

88

/100

Excellent

Largest Position

46%

Property

Portfolio Value Over Time

Asset Breakdown

Property
€102,600.00 45.9%
Savings
€43,492.86 19.5%
Pension
€41,200.00 18.4%
Investments
€18,958.73 8.5%
Cash
€17,300.96 7.7%

Currency Distribution

EUR
€191,900.00 86%
GBP
€15,892.86 7%
USD
€15,759.69 7%

Exchange Rates

vs EUR

GBP/EUR

1.1686

USD/EUR

0.8707

Official ECB rates • Updated daily

Balance

Date Pension Savings Cash Investments Property Total
23 December 2025 €41,200 Pension €43,493 Savings €17,301 Cash €18,959 Investments €102,600 Property €223,553
01 November 2025 €40,902 Pension €44,532 Savings €17,333 Cash €19,103 Investments €103,056 Property €224,925
01 October 2025 €38,812 Pension €41,907 Savings €16,551 Cash €18,381 Investments €99,101 Property €214,752
01 September 2025 €38,036 Pension €42,144 Savings €15,719 Cash €17,220 Investments €97,664 Property €210,783
01 August 2025 €36,991 Pension €39,297 Savings €15,712 Cash €16,806 Investments €96,792 Property €205,598
01 July 2025 €34,330 Pension €38,333 Savings €15,467 Cash €15,287 Investments €101,750 Property €205,167
01 June 2025 €34,284 Pension €36,536 Savings €14,882 Cash €15,566 Investments €95,048 Property €196,316
01 May 2025 €33,212 Pension €33,786 Savings €13,850 Cash €15,076 Investments €99,468 Property €195,391
01 April 2025 $31,851 Pension $34,736 Savings $13,219 Cash $13,955 Investments $95,016 Property $188,777
01 March 2025 £30,360 Pension £33,942 Savings £13,240 Cash £13,051 Investments £99,746 Property £190,338
1-10 of 16
1 2