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 2990.16
Gross: EUR 3243.69

Expenses: EUR 279.98

Return on Investment:

EUR 370.11 (14.13%)

EUR 304.21 (14.19%) realized

BA Boeing Company Equity . 1 transactions . 1 shares
Net: EUR 187.63
Gross: EUR 202.53

Expenses: EUR 40.29

Return on Investment:

EUR 9.85 (5.54%)

EUR 0.00 (0%) realized

KO Coca-Cola Company Equity . 9 transactions . 65 shares
Net: EUR 3929.25
Gross: EUR 4349.23

Expenses: EUR 496.98

Return on Investment:

EUR 933.40 (31.16%)

EUR 68.37 (0%) realized

MSFT Microsoft Corporation Equity . 7 transactions . 20 shares
Net: EUR 6132.05
Gross: EUR 7083.96

Expenses: EUR 980.91

Return on Investment:

EUR 2638.26 (75.51%)

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 5635.99
Gross: EUR 6293.69

Expenses: EUR 699.10

Return on Investment:

EUR 1454.57 (34.79%)

EUR 0.00 (0%) realized

TSLA Tesla Inc Equity . 3 transactions . 8 shares
Net: EUR 2894.65
Gross: EUR 2923.89

Expenses: EUR 74.24

Return on Investment:

EUR -1242.31 (-30.03%)

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