Asset Distribution

27,6%

Banks

34,9%

Platforms

37,6%

Real Estate

  • Asset 41 (bank)
    13,2%
  • Asset 27 (bank)
    7,7%
  • Asset 28 (bank)
    4,5%
  • Asset 14 (bank)
    0,6%
  • Asset 8 (bank)
    0,5%
  • Asset 12 (bank)
    0,4%
  • Asset 16 (bank)
    0,2%
  • Asset 7 (bank)
    0,2%
  • Asset 42 (bank)
    0,1%
  • Asset 13 (bank)
    0,0%
  • Asset 11 (bank)
    0,0%
  • Asset 10 (bank)
    0,0%
  • Asset 15 (bank)
    0,0%

  • Asset 17 (investment)
    11,1%
  • Asset 20 (investment)
    10,0%
  • Asset 24 (investment)
    6,4%
  • Asset 29 (deposit)
    3,6%
  • Asset 30 (deposit)
    1,8%
  • Asset 38 (pension)
    0,6%
  • Asset 19 (investment)
    0,6%
  • Asset 44 (pension)
    0,3%
  • Asset 39 (pension)
    0,2%
  • Asset 37 (pension)
    0,1%
  • Asset 43 (pension)
    0,1%
  • Asset 45 (pension)
    0,0%

  • Asset 40 (property)
    25,3%
  • Asset 25 (property)
    12,3%
Liquid Assets
Total Net Worth (Combined)
54.308 €
Banks
23.974 €
13 accounts
Investments
30.334 €
12 platforms
Performance
Investment Returns
190 €
2.518 €
Interest Earnings
+22 €
+209 €
Real Estate
Total Equity
85.250 €
Asset 25 (property)
100.0%
Value
63.250
Mortgage
0
Equity
63.250
Asset 40 (property)
100.0%
Value
22.000
Mortgage
0
Equity
22.000
Net Profit Earnings
2026 YTD Net Profit
44.749 € 105.9%
2025 Profit
-1.563 €
2024 Profit
9.808 €
YoY 2026/2025
46.312 €
2,963.3%
YoY 2025/2024
-11.371 €
115.9%
1Y
3Y
5Y
10Y
Wealth Forecast
Invested Portfolio Value
30.334 €
Favorable
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Moderate
---
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Unfavorable
---
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Investment History
Total Investment Value
30.334 €
Bank Accounts History
Total Bank Balance
23.974 €
Payroll & Income
2026 YTD Net Payroll
10.335 €
AVG
0 €
Last 12 Months
NEXT
24 Jul 2026
in 22 days
Savings Analysis
Monthly Savings (Jun' 26)
360 €
Savings Rate
46.21%
Last month (Jun' 26)
Expenses Analysis
Monthly Expenses (Jun' 26)
419 €
Expense Rate
53.79%
Last month (Jun' 26)

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