Workspace/Overview
PT
Dashboard previewSample data

Your portfolio, at a glance

A clear picture of everything you own, all in one place.

Total portfolio value
€132,847.68
8.24%vs. last month
Today’s change
+€1,284.32
0.98%since yesterday
Total invested
€108,420.00
+€24,427.68all-time return

Overview

Sample sync status

Portfolio performance

How your portfolio has grown over time

€132,847.68+22.53%

Asset allocation

Where your money is invested

100%Allocated
Stocks42%
Crypto26%
ETFs18%
Cash14%

Top holdings

Your largest positions

AssetTypeValue24h change
A
AAPL
Apple Inc.
Stock€32,487.20+2.84%
B
BTC
Bitcoin
Crypto€25,103.48+5.21%
V
VWCE
Vanguard FTSE All-World
ETF€21,950.00+1.18%
M
MSFT
Microsoft Corp.
Stock€18,234.60+0.76%

Connected sources

Accounts included in your portfolio

Interactive Brokers
Broker · Sample connection
Coinbase
Exchange · Sample connection
ING
Bank · Sample connection

Preview data illustrates the planned dashboard. Connectors and live valuations are not active yet.