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Financial Overview

Track your wealth across all accounts

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Asset Breakdown

Pension 32 accounts
€41,200.00 +€18,440.00 (81.0%)
Saving 48 accounts
€44,056.00 +€17,900.00 (76.8%)
Cash 48 accounts
€18,060.00 +€8,440.00 (84.7%)
Investment 48 accounts
€19,816.00 +€11,320.00 (127.5%)
Property 32 accounts
€102,600.00 +€9,900.00 (10.7%)

Total Net Worth

€225,732.00

Portfolio Insights

Diversification

Status
88/100

Largest Position

Property
45.5%

Currency Distribution

EUR
87.0%
USD
7.3%
GBP
5.8%

Exchange Rates

vs EUR
GBP → EUR
£1 = €1.21
USD → EUR
$1 = €0.96

Official ECB rates • Updated daily

Visual Analytics

Assets by Type

Accounts by Type

Assets by Account

Portfolio Value Over Time

Progress

Over Time

10.68%

Balance

Date Pension Saving Cash Investment Property Total
01 February 2025
€28,530.00
Pension
€30,896.00
Saving
€12,872.50
Cash
€12,512.40
Investment
€93,135.00
Property
€177,945.90
01 January 2025
$28,100.00
Pension
$29,309.52
Saving
$11,642.00
Cash
$11,821.20
Investment
$96,616.00
Property
$177,488.72
01 December 2024
€26,378.00
Pension
€29,245.64
Saving
€11,399.10
Cash
€11,298.08
Investment
€93,318.00
Property
€171,638.82
01 November 2024
€25,794.00
Pension
€28,014.00
Saving
€11,056.80
Cash
€10,486.40
Investment
€94,758.00
Property
€170,109.20
01 October 2024
€24,276.00
Pension
€26,960.64
Saving
€10,150.20
Cash
€9,335.28
Investment
€87,163.00
Property
€157,885.12
01 September 2024
€22,760.00
Pension
€24,980.00
Saving
€9,756.00
Cash
€8,728.00
Investment
€92,700.00
Property
€158,924.00
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