Help

Read Full Guide →

Documentation version 2025.10

Demo Mode - Read Only

You're viewing sample data. Sign up for free to create and manage your own financial data.

Financial Overview

Track your wealth across all accounts

Display Currency:

Total Net Worth

€225,732.00

This Month

+€66,000.00

41.3%

Diversification

88

/100

Excellent

Largest Position

45%

Property

Portfolio Value Over Time

Portfolio Performance

€225,732.00 41.3%

Asset Breakdown

Property
€102,600.00 45.5%
Saving
€44,056.00 19.5%
Pension
€41,200.00 18.3%
Investment
€19,816.00 8.8%
Cash
€18,060.00 8.0%
Total Net Worth €225,732.00

Currency Distribution

EUR
€191,900.00 85%
USD
€17,376.00 8%
GBP
€16,456.00 7%

Exchange Rates

vs EUR

GBP/EUR

1.21

USD/EUR

0.96

Official ECB rates • Updated daily

Visual Analytics

Assets by Type

Accounts by Type

Assets by Account

Balance

Date Pension Saving Cash Investment Property Total
31-16 of 16
1 2