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

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 3042.06
Gross: EUR 3245.50

Expenses: EUR 229.89

Return on Investment:

EUR 422.01 (16.11%)

EUR 303.04 (14.14%) realized

BA Boeing Company Equity . 1 transactions . 1 shares
Net: EUR 164.30
Gross: EUR 166.13

Expenses: EUR 27.20

Return on Investment:

EUR -13.26 (-7.47%)

EUR 0.00 (0%) realized

KO Coca-Cola Company Equity . 9 transactions . 65 shares
Net: EUR 3696.59
Gross: EUR 3946.54

Expenses: EUR 326.94

Return on Investment:

EUR 700.74 (23.39%)

EUR 68.37 (0%) realized

MSFT Microsoft Corporation Equity . 7 transactions . 20 shares
Net: EUR 6816.08
Gross: EUR 7914.01

Expenses: EUR 1126.94

Return on Investment:

EUR 3322.29 (95.09%)

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 4771.07
Gross: EUR 4992.90

Expenses: EUR 263.20

Return on Investment:

EUR 591.34 (14.15%)

EUR 0.00 (0%) realized

TSLA Tesla Inc Equity . 3 transactions . 8 shares
Net: EUR 1578.23
Gross: EUR 1594.17

Expenses: EUR 60.94

Return on Investment:

EUR -2558.73 (-61.85%)

EUR 197.13 (8.11%) realized


Your Portfolio in a Glance

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 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.