Your Portfolios

The portfolio view is your control centre for every individual holding. From the most important KPIs to the smallest transaction details — everything in one place.

Key KPIs

  • Current portfolio value — what is your portfolio worth right now? The most important number, always displayed prominently.
  • Percentage change — how has your portfolio performed? Up 5%? Down 2%? You see it immediately.

The Interactive Chart

The centrepiece of the portfolio view: an interactive chart showing all the essential information about your portfolio's value over time. You can choose between:

  • Percentage or absolute display
  • Different time ranges — last week, last month, last year, or a custom range

Trends and developments are immediately visible.

Holdings & Performance

Below the chart you'll find your complete holdings: which positions you hold, how they've performed across different time periods — clearly structured and easy to compare.

Holistic Performance Index (HPI)
Your true return: accounts for price gains, dividends, interest, and time-weighting. A realistic picture of what you've actually earned.
Realised Gains
Everything you've already sold. Which price gains have you actually locked in? Here's your clear record.
Costs & Income
Fees, dividends, and taxes — all aggregated. See exactly what your investments cost and what they generate.

Drill-Down Tabs

Want to go deeper? Each portfolio gives you detailed tabs:

  • Transactions — every buy, sell, and transfer, fully documented and traceable.
  • Dividends & Costs — dividends, fees, and taxes, all broken down in detail.
  • Allocation by position — which holdings dominate your portfolio?
  • Allocation by asset class — stocks, ETFs, bonds — how is it distributed?
  • Currency breakdown — how much do you hold in EUR, USD, or other currencies?
  • Sectors & industries — heavily concentrated in tech, or broadly diversified?
The portfolio view gives you the full picture — from high-level KPIs to the smallest details. Understanding what's really happening in your portfolio leads to better decisions.
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