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

€223,426.43

€18,367.10 (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€205,059.33
August 2025€205,483.50
September 2025€210,669.51
October 2025€214,629.33
November 2025€224,797.82
December 2025€223,426.43

Where the money sits

Share of gross balances. Liabilities retain their minus sign.

Property 46%

€102,600.00

Saving 19%

€43,490.63

Pension 18%

€41,200.00

Investment 8%

€18,893.02

Cash 8%

€17,242.78

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

Total Net Worth

€223,426.43

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
€43,490.63 19.5%
Pension
€41,200.00 18.4%
Investments
€18,893.02 8.5%
Cash
€17,242.78 7.7%

Currency Distribution

EUR
€191,900.00 86%
GBP
€15,890.63 7%
USD
€15,635.80 7%

Exchange Rates

vs EUR

GBP/EUR

1.1684

USD/EUR

0.8639

Official ECB rates • Updated daily

Balance

Date Pension Savings Cash Investments Property Total
23 December 2025 €41,200 Pension €43,491 Savings €17,243 Cash €18,893 Investments €102,600 Property €223,426
01 November 2025 €40,902 Pension €44,529 Savings €17,274 Cash €19,037 Investments €103,056 Property €224,798
01 October 2025 €38,812 Pension €41,905 Savings €16,493 Cash €18,318 Investments €99,101 Property €214,629
01 September 2025 €38,036 Pension €42,142 Savings €15,666 Cash €17,162 Investments €97,664 Property €210,670
01 August 2025 €36,991 Pension €39,295 Savings €15,658 Cash €16,747 Investments €96,792 Property €205,484
01 July 2025 €34,330 Pension €38,331 Savings €15,413 Cash €15,235 Investments €101,750 Property €205,059
01 June 2025 €34,284 Pension €36,534 Savings €14,831 Cash €15,512 Investments €95,048 Property €196,209
01 May 2025 €33,212 Pension €33,784 Savings €13,804 Cash €15,025 Investments €99,468 Property €195,292
01 April 2025 $31,851 Pension $34,734 Savings $13,171 Cash $13,908 Investments $95,016 Property $188,681
01 March 2025 £30,360 Pension £33,940 Savings £13,193 Cash £13,006 Investments £99,746 Property £190,244
1-10 of 16
1 2