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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).
Asset Breakdown
|
Cash
48 accounts
|
€18,895.00
+€8,370.00
(83.4%)
|
|
Investment
48 accounts
|
€20,730.00
+€11,550.00
(133.5%)
|
|
Pension
32 accounts
|
€43,260.00
+€17,430.00
(73.3%)
|
|
Saving
48 accounts
|
€46,116.00
+€18,120.00
(78.5%)
|
|
Property
32 accounts
|
€107,730.00
+€9,300.00
(10.0%)
|
Total Net Worth
€236,731.00
Portfolio Insights
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
Largest Position
Currency Distribution
Exchange Rates
vs USDOfficial ECB rates • Updated daily
Visual Analytics
Assets by Type
Accounts by Type
Assets by Account
Portfolio Value Over Time
Progress
Over Time
Balance Historic Balance
| Date | Cash | Investment | Pension | Saving | Property | Total |
|---|---|---|---|---|---|---|
|
23 November 2025
|
€18,895.00
Cash
|
€20,730.00
Investment
|
€43,260.00
Pension
|
€46,116.00
Saving
|
€107,730.00
Property
|
€236,731.00
|
|
01 October 2025
|
€18,206.35
Cash
|
€21,360.30
Investment
|
€43,064.70
Pension
|
€45,598.98
Saving
|
€107,011.80
Property
|
€235,242.13
|
|
01 September 2025
|
€18,341.33
Cash
|
€19,421.10
Investment
|
€42,313.95
Pension
|
€44,637.81
Saving
|
€104,293.35
Property
|
€229,007.54
|
|
01 August 2025
|
€17,523.30
Cash
|
€19,196.30
Investment
|
€40,160.40
Pension
|
€42,731.64
Saving
|
€107,956.80
Property
|
€227,568.44
|
|
01 July 2025
|
€16,592.45
Cash
|
€18,342.45
Investment
|
€38,989.65
Pension
|
€41,246.10
Saving
|
€105,128.10
Property
|
€220,298.75
|
|
01 June 2025
|
€15,864.00
Cash
|
€18,133.50
Investment
|
€37,317.00
Pension
|
€39,887.40
Saving
|
€102,795.00
Property
|
€213,996.90
|
|
01 May 2025
|
€15,882.58
Cash
|
€16,860.90
Investment
|
€35,502.60
Pension
|
€38,880.87
Saving
|
€99,228.15
Property
|
€206,355.10
|
|
01 April 2025
|
€15,170.40
Cash
|
€15,592.80
Investment
|
€34,440.00
Pension
|
€37,824.36
Saving
|
€101,379.60
Property
|
€204,407.16
|
|
01 March 2025
|
€14,124.75
Cash
|
€14,590.15
Investment
|
€32,985.75
Pension
|
€35,635.11
Saving
|
€98,081.55
Property
|
€195,417.31
|
|
01 February 2025
|
€13,994.50
Cash
|
€14,192.90
Investment
|
€31,046.40
Pension
|
€34,686.96
Saving
|
€104,622.00
Property
|
€198,542.76
|
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