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Documentation version 2025.10

Financial Overview

Track your wealth across all accounts

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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

€223,710.18

€18,405.78 (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€205,304.40
August 2025€205,737.82
September 2025€210,931.16
October 2025€214,906.10
November 2025€225,087.92
December 2025€223,710.18

Where the money sits

Share of gross balances. Liabilities retain their minus sign.

Property 46%

€102,600.00

Saving 19%

€43,581.58

Pension 18%

€41,200.00

Investment 8%

€18,995.28

Cash 8%

€17,333.32

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

Total Net Worth

€223,710.18

This Month

+€66,000.00

41.8%

Diversification

88

/100

Excellent

Largest Position

46%

Property

Portfolio Value Over Time

Portfolio Performance

€223,710.18 41.8%

Asset Breakdown

Property
€102,600.00 45.9%
Saving
€43,581.58 19.5%
Pension
€41,200.00 18.4%
Investment
€18,995.28 8.5%
Cash
€17,333.32 7.7%
Total Net Worth €223,710.18

Currency Distribution

EUR
€191,900.00 86%
GBP
€15,981.58 7%
USD
€15,828.60 7%

Exchange Rates

vs EUR

GBP/EUR

1.1751

USD/EUR

0.8745

Official ECB rates • Updated daily

Visual Analytics

Assets by Type

Accounts by Type

Assets by Account

Balance

Date Pension Saving Cash Investment Property Total
23 December 2025 €41,200.00 Pension €43,581.58 Saving €17,333.32 Cash €18,995.28 Investment €102,600.00 Property €223,710.18
01 November 2025 €40,902.00 Pension €44,624.66 Saving €17,365.98 Cash €19,139.28 Investment €103,056.00 Property €225,087.92
01 October 2025 €38,812.00 Pension €41,993.65 Saving €16,582.98 Cash €18,416.47 Investment €99,101.00 Property €214,906.10
01 September 2025 €38,036.00 Pension €42,231.14 Saving €15,748.18 Cash €17,251.84 Investment €97,664.00 Property €210,931.16
01 August 2025 €36,991.00 Pension €39,373.87 Saving €15,741.71 Cash €16,839.24 Investment €96,792.00 Property €205,737.82
01 July 2025 €34,330.00 Pension €38,411.39 Saving €15,496.75 Cash €15,316.26 Investment €101,750.00 Property €205,304.40
01 June 2025 €34,284.00 Pension €36,615.91 Saving €14,910.39 Cash €15,596.11 Investment €95,048.00 Property €196,454.41
01 May 2025 €33,212.00 Pension €33,856.46 Saving €13,875.91 Cash €15,104.32 Investment €99,468.00 Property €195,516.69
01 April 2025 $31,851.00 Pension $34,809.82 Saving $13,245.52 Cash $13,980.65 Investment $95,016.00 Property $188,902.99
01 March 2025 £30,360.00 Pension £34,012.05 Saving £13,265.52 Cash £13,076.73 Investment £99,746.00 Property £190,460.30
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