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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).
Total Net Worth
€225,732.00
This Month
+€66,000.00
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
88
/100Excellent
Largest Position
45%
Property
Portfolio Value Over Time
Portfolio Performance
Asset Breakdown
Currency Distribution
Exchange Rates
vs EURGBP/EUR
1.21
USD/EUR
0.96
Official ECB rates • Updated daily
Visual Analytics
Assets by Type
Accounts by Type
Assets by Account
Balance Historic 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 |