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
Gross: EUR 0

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 2943.05
Gross: EUR 3180.09

Expenses: EUR 263.50

Return on Investment:

EUR 323.00 (12.33%)

EUR 304.21 (14.19%) realized

BA Boeing Company Equity . 1 transactions . 1 shares
Net: EUR 174.10
Gross: EUR 184.05

Expenses: EUR 35.34

Return on Investment:

EUR -3.68 (-2.07%)

EUR 0.00 (0%) realized

KO Coca-Cola Company Equity . 9 transactions . 65 shares
Net: EUR 3463.46
Gross: EUR 3712.31

Expenses: EUR 325.85

Return on Investment:

EUR 467.61 (15.61%)

EUR 68.37 (0%) realized

MSFT Microsoft Corporation Equity . 7 transactions . 20 shares
Net: EUR 7304.65
Gross: EUR 8691.72

Expenses: EUR 1416.07

Return on Investment:

EUR 3810.86 (109.08%)

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
Gross: EUR 0

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 5130.70
Gross: EUR 5603.09

Expenses: EUR 513.79

Return on Investment:

EUR 949.28 (22.70%)

EUR 0.00 (0%) realized

TSLA Tesla Inc Equity . 3 transactions . 8 shares
Net: EUR 2672.67
Gross: EUR 2699.67

Expenses: EUR 72.00

Return on Investment:

EUR -1464.29 (-35.40%)

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