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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
01 February 2025 €28,530 Pension €30,497 Savings €12,272 Cash €11,941 Investments €93,135 Property €176,375
01 January 2025 $28,100 Pension $28,922 Savings $11,094 Cash $11,310 Investments $96,616 Property $176,042
01 December 2024 €26,378 Pension €28,856 Savings €10,857 Cash €10,803 Investments €93,318 Property €170,212
01 November 2024 €25,794 Pension €27,648 Savings €10,523 Cash €10,002 Investments €94,758 Property €168,725
01 October 2024 €24,276 Pension €26,608 Savings €9,656 Cash €8,925 Investments €87,163 Property €156,627
01 September 2024 €22,760 Pension €24,647 Savings €9,266 Cash €8,363 Investments €92,700 Property €157,736
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