Asset Distribution

28,6%

Banks

59,5%

Platforms

11,9%

Real Estate

  • Asset 41 (bank)
    25,5%
  • Asset 8 (bank)
    1,0%
  • Asset 12 (bank)
    0,8%
  • Asset 14 (bank)
    0,6%
  • Asset 42 (bank)
    0,2%
  • Asset 16 (bank)
    0,2%
  • Asset 7 (bank)
    0,2%
  • Asset 13 (bank)
    0,0%
  • Asset 11 (bank)
    0,0%
  • Asset 10 (bank)
    0,0%
  • Asset 15 (bank)
    0,0%

  • Asset 17 (investment)
    21,4%
  • Asset 20 (investment)
    19,3%
  • Asset 24 (investment)
    12,4%
  • Asset 30 (deposit)
    3,5%
  • Asset 38 (pension)
    1,2%
  • Asset 19 (investment)
    1,1%
  • Asset 39 (pension)
    0,4%
  • Asset 37 (pension)
    0,2%

  • Asset 25 (property)
    11,9%
Liquid Assets
Total Net Worth (Javi)
39.697 €
Banks
12.889 €
11 accounts
Investments
26.808 €
8 platforms
Performance
Investment Returns
188 €
2.433 €
Interest Earnings
+22 €
+170 €
Real Estate
Total Equity
31.625 €
Asset 25 (property)
100.0%
Value
31.625
Mortgage
0
Equity
31.625
Net Profit Earnings
2026 YTD Net Profit
14.615 € 48.0%
2025 Profit
-463 €
2024 Profit
4.739 €
YoY 2026/2025
15.078 €
3,255.2%
YoY 2025/2024
-5.202 €
109.8%
1Y
3Y
5Y
10Y
Wealth Forecast
Invested Portfolio Value
26.808 €
Favorable
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Moderate
---
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Unfavorable
---
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Investment History
Total Investment Value
26.808 €
Bank Accounts History
Total Bank Balance
12.889 €
Payroll & Income
2026 YTD Net Payroll
7.819 €
AVG
0 €
Last 12 Months
NEXT
24 Jul 2026
in 22 days
Savings Analysis
Monthly Savings (Jun' 26)
478 €
Savings Rate
62.67%
Last month (Jun' 26)
Expenses Analysis
Monthly Expenses (Jun' 26)
285 €
Expense Rate
37.33%
Last month (Jun' 26)

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