Asset Distribution

27,1%

Banks

32,7%

Platforms

40,2%

Real Estate

  • Asset 41 (bank)
    12,5%
  • Asset 27 (bank)
    7,8%
  • Asset 28 (bank)
    4,3%
  • Asset 14 (bank)
    0,8%
  • Asset 12 (bank)
    0,8%
  • Asset 16 (bank)
    0,3%
  • Asset 7 (bank)
    0,2%
  • Asset 8 (bank)
    0,2%
  • Asset 42 (bank)
    0,1%
  • Asset 13 (bank)
    0,0%
  • Asset 10 (bank)
    0,0%
  • Asset 11 (bank)
    0,0%
  • Asset 15 (bank)
    0,0%

  • Asset 17 (investment)
    11,3%
  • Asset 20 (investment)
    8,0%
  • Asset 24 (investment)
    5,3%
  • Asset 29 (deposit)
    3,8%
  • Asset 30 (deposit)
    1,9%
  • Asset 19 (investment)
    0,8%
  • Asset 38 (pension)
    0,6%
  • Asset 44 (pension)
    0,4%
  • Asset 39 (pension)
    0,2%
  • Asset 37 (pension)
    0,1%
  • Asset 43 (pension)
    0,1%
  • Asset 45 (pension)
    0,0%

  • Asset 40 (property)
    27,1%
  • Asset 25 (property)
    13,2%
Liquid Assets
Total Net Worth (Combined)
100.998 €
Banks
45.821 €
13 accounts
Investments
55.177 €
12 platforms
Performance
Investment Returns
2.784 €
2.622 €
Interest Earnings
+43 €
+318 €
Real Estate
Total Equity
177.320 €
Asset 25 (property)
100.0%
Value
131.560
Mortgage
0
Equity
131.560
Asset 40 (property)
100.0%
Value
45.760
Mortgage
0
Equity
45.760
Net Profit Earnings
2026 YTD Net Profit
81.115 € 92.3%
2025 Profit
-3.251 €
2024 Profit
20.400 €
YoY 2026/2025
84.366 €
2,595.3%
YoY 2025/2024
-23.651 €
115.9%
1Y
3Y
5Y
10Y
Wealth Forecast
Invested Portfolio Value
55.177 €
Favorable
---
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Moderate
---
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Unfavorable
---
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Investment History
Total Investment Value
55.177 €
Bank Accounts History
Total Bank Balance
45.821 €
Payroll & Income
2026 YTD Net Payroll
11.102 €
AVG
0 €
Last 12 Months
NEXT
24 May 2026
in 16 days
Savings Analysis
Monthly Savings (Apr' 26)
241 €
Savings Rate
19.31%
Last month (Apr' 26)
Expenses Analysis
Monthly Expenses (Apr' 26)
1.006 €
Expense Rate
80.69%
Last month (Apr' 26)

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