THIS IS A DEMO

Your portfolio can look similar to this. Login to build yours.
SECURITIES
Symbol Name Info
EADSF Airbus SE Equity . 4 transactions . 0 shares
Net: EUR 0.00
Gross: EUR 0.00

Expenses: EUR 0.00

Return on Investment:

EUR 0.00 (0%)

EUR 906.82 (15.93%) realized

BKGPX BlackRock Alloc Fund C Mutual Fund . 2 transactions . 220 shares
Net: EUR 2831.73
Gross: EUR 3010.95

Expenses: EUR 205.68

Return on Investment:

EUR 211.68 (8.08%)

EUR 304.21 (14.19%) realized

BA Boeing Company Equity . 1 transactions . 1 shares
Net: EUR 161.38
Gross: EUR 165.55

Expenses: EUR 29.57

Return on Investment:

EUR -16.40 (-9.22%)

EUR 0.00 (0%) realized

KO Coca-Cola Company Equity . 9 transactions . 65 shares
Net: EUR 3889.90
Gross: EUR 4276.29

Expenses: EUR 463.39

Return on Investment:

EUR 894.05 (29.84%)

EUR 68.37 (0%) realized

MSFT Microsoft Corporation Equity . 7 transactions . 20 shares
Net: EUR 5504.74
Gross: EUR 6200.38

Expenses: EUR 724.65

Return on Investment:

EUR 2010.95 (57.56%)

EUR 42.24 (0%) realized

HOUSE Property - Dreamstr. 53 Unlisted . 1 transactions . 1 shares
Net: EUR 168300.00
Gross: EUR 170000.00

Expenses: EUR 14544.49

Return on Investment:

EUR 142707.75 (557.62%)

EUR 0.00 (0%) realized

SFTBF SoftBank Group Corp Equity . 3 transactions . 0 shares
Net: EUR 0.00
Gross: EUR 0.00

Expenses: EUR 0.00

Return on Investment:

EUR 0.00 (0%)

EUR -546.00 (-17.27%) realized

SPY S&P 500 ETF Trust ETF . 1 transactions . 10 shares
Net: EUR 5083.08
Gross: EUR 5509.99

Expenses: EUR 468.31

Return on Investment:

EUR 901.66 (21.56%)

EUR 0.00 (0%) realized

TSLA Tesla Inc Equity . 3 transactions . 8 shares
Net: EUR 2490.18
Gross: EUR 2515.33

Expenses: EUR 70.15

Return on Investment:

EUR -1646.78 (-39.81%)

EUR 197.13 (8.11%) realized


Your Portfolio Summary

Subscription
Plan
Allowed No. securities
Allowed No. transactions per security
Portfolio Contents
Number of securities
Number of transactions
Avg. No. transactions per security
Unrealized
Net asset value
Return on Investment
XIRR
Realized
Return on Investment
XIRR
Portfolio Settings
Portfolio currency
Tax rate
Fee rate