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SECURITIES
Symbol Name Info
EADSF Airbus SE Equity . 4 transactions . 0 shares
Net: EUR 0
Gross: EUR 0

Expenses: EUR 0

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 3071.99
Gross: EUR 3297.82

Expenses: EUR 252.29

Return on Investment:

EUR 451.94 (17.25%)

EUR 303.04 (14.14%) realized

BA Boeing Company Equity . 1 transactions . 1 shares
Net: EUR 139.83
Gross: EUR 141.24

Expenses: EUR 26.78

Return on Investment:

EUR -37.73 (-21.25%)

EUR 0.00 (0%) realized

KO Coca-Cola Company Equity . 9 transactions . 65 shares
Net: EUR 3839.67
Gross: EUR 4156.27

Expenses: EUR 393.60

Return on Investment:

EUR 843.82 (28.17%)

EUR 68.37 (0%) realized

MSFT Microsoft Corporation Equity . 7 transactions . 20 shares
Net: EUR 6560.80
Gross: EUR 7581.81

Expenses: EUR 1050.01

Return on Investment:

EUR 3067.01 (87.78%)

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

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 4923.96
Gross: EUR 5221.30

Expenses: EUR 338.72

Return on Investment:

EUR 744.23 (17.81%)

EUR 0.00 (0%) realized

TSLA Tesla Inc Equity . 3 transactions . 8 shares
Net: EUR 1804.50
Gross: EUR 1822.72

Expenses: EUR 63.23

Return on Investment:

EUR -2332.46 (-56.38%)

EUR 197.13 (8.11%) realized


Your Portfolio in a Glance

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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 value1
Return on Investment
XIRR
Realized
Return on Investment
XIRR
Portfolio Settings
Portfolio currency
Tax rate
Fee rate
1. Net asset value is less than the actual asset value as the taxes and fees are subtracted from it.