Your wealth.
A consolidated view of your investment portfolio.
Markets open · Data simulated
Total portfolio value
€312,840.72
▲ +€18,420.34 · +6.25% YTD
Performance
Jan
Mar
May
Jul
Aug
Invested capital
€294,420
+6.25% YTD
Unrealized gain
€18,420
+€4,820 this month
Annualized return
8.42%
+1.18% vs benchmark
Cash available
€18,420
Ready to invest
Holdings
5 positions
VWCE
Vanguard FTSE All-World
Global Equity ETF · 42 units
€82,440.00
26.35%
+12.4%
MSFT
Microsoft Corporation
Technology · 31 shares
€67,820.40
21.68%
+9.72%
SAP
SAP SE
Enterprise Software · 115 shares
€55,910.20
17.87%
+15.31%
AGG
iShares Core Global Aggregate Bond
Bonds · 530 units
€49,240.12
15.74%
+3.84%
CASH
Euro Cash Reserve
Liquidity · EUR
€57,430.00
18.36%
—
Investment activity
Recent
Bought VWCE
14 Aug 2026 · 10 units
− €19,640
Bought SAP
05 Aug 2026 · 25 shares
− €4,220
Dividend received
01 Aug 2026 · VWCE
+ €248.40
Asset allocation
Portfolio
100%
allocated
Global Equity
€118,420
38%
Technology
€78,240
25%
Bonds
€56,850
18%
Cash
€40,240
13%
Other
€19,090
6%
Watchlist
ASML
ASML Holding NV
€684.20
+2.14%
NVDA
NVIDIA Corporation
€174.85
+1.87%
AIR
Airbus SE
€201.30
−0.72%
SIE
Siemens AG
€231.40
+0.42%
Need guidance?
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