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 3081.02
Gross: EUR 3247.74

Expenses: EUR 193.17

Return on Investment:

EUR 460.97 (17.59%)

EUR 303.04 (14.14%) realized

BA Boeing Company Equity . 1 transactions . 1 shares
Net: EUR 164.94
Gross: EUR 166.60

Expenses: EUR 27.03

Return on Investment:

EUR -12.62 (-7.11%)

EUR 0.00 (0%) realized

KO Coca-Cola Company Equity . 9 transactions . 65 shares
Net: EUR 3758.43
Gross: EUR 3969.26

Expenses: EUR 287.83

Return on Investment:

EUR 762.58 (25.45%)

EUR 68.37 (0%) realized

MSFT Microsoft Corporation Equity . 7 transactions . 20 shares
Net: EUR 7196.06
Gross: EUR 8355.58

Expenses: EUR 1188.53

Return on Investment:

EUR 3702.27 (105.97%)

EUR 42.24 (0%) realized

HOUSE Property - Dreamstr. 53 Unlisted . 1 transactions . 1 shares
Net: EUR 165330.00
Gross: EUR 167000.00

Expenses: EUR 14510.33

Return on Investment:

EUR 139746.05 (546.23%)

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 5436.68
Gross: EUR 5819.09

Expenses: EUR 423.80

Return on Investment:

EUR 1256.95 (30.07%)

EUR 0.00 (0%) realized

TSLA Tesla Inc Equity . 3 transactions . 8 shares
Net: EUR 3289.30
Gross: EUR 3322.52

Expenses: EUR 78.23

Return on Investment:

EUR -847.66 (-20.49%)

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