📊 Portfolio Dashboard
Allocation by Account
Allocation by Asset Type
📈 Wealth Over Time (EUR)
Filter:
🟢 Total Wealth
🔵 Capital Deposited (cost basis)
🟠 True Organic Growth (market gains only, excl. new deposits)
Account Breakdown
| Account | Type | Cost Basis (EUR) | Current (EUR) | Current (USD) | P&L (EUR) | P&L % |
|---|
🦅 Kraken
Holdings
| Asset | Symbol | Units | Invested (EUR) | Avg Buy (EUR) | Price (EUR) | Value (EUR) | P&L (EUR) | P&L % |
|---|
🚀 Exodus
Holdings
| Asset | Symbol | Units | Invested (EUR) | Avg Buy (EUR) | Price (EUR) | Value (EUR) | P&L (EUR) | P&L % |
|---|
⚪ WhiteBIT
🔒 Fixed-Term Deposits (USDT)
| Name | Principal (USDT) | APR | Term | Days Left | Interest Accrued | Value (EUR) | Note |
|---|
Spot Crypto Holdings
| Asset | Symbol | Units | Invested (EUR) | Avg Buy (EUR) | Price (EUR) | Value (EUR) | P&L (EUR) | P&L % |
|---|
📈 eToro
Positions
| Asset | Symbol | Units | Invested (USD) | Entry Price | Opened | Price Today | Value (USD) | Value (EUR) | P&L (USD) | P&L % |
|---|
🏦 Interactive Brokers
Positions
| Asset | Symbol | Units | Invested (USD) | Entry Price | Opened | Price Today | Value (USD) | Value (EUR) | P&L (USD) | P&L % |
|---|
🏠 Real Estate
Properties
| Property | Type | Date | Your Capital | Property Value | Your Equity | Monthly Breakdown (your share) | Net CF / mo | Cash-on-Cash ROI | Note |
|---|
💎 Revolut
Gold Vault (XAU)
| Oz | Paid (EUR/oz) | Paid (USD/oz) | Invested (EUR) | Date | Current Value (EUR) | P&L (EUR) | P&L % |
|---|
Cash Holdings
| Currency | Amount | Value (EUR) |
|---|
🇦🇷 Brubank
PositionsUSD/ARS set in Settings
| Name | Type | Detail | Cost (EUR) | Value (EUR) | P&L | Date |
|---|
💵 Cash & Banks
Accounts & Cash Holdings
| Description | Bank / Location | Currency | Amount | Value (EUR) |
|---|
🏢 Revolut Docta
Business Assets & Stakes
| Name | Type | Invested (EUR) | Current Value (EUR) | P&L (EUR) | P&L % | Date | Note |
|---|
📊 Docta Business
—
👷 Contractor
📈 Monthly P&L
🔒 Fixed Costs
| Name | Category | EUR/mo | Active |
|---|
📦 Variable Costs
| Name | Category | EUR | Date | Note |
|---|
👷 Contractor's Portal
📅 All Months
Click ✏️ to edit any month
| Month | Forecast Days | Actual Days | Prev Adj | Card Expenses | Invoice | Status |
|---|
🧾 Expenses
🧾 Add Expense
📷
Tap to add photo
Take a photo or choose from your gallery
⚙️ Settings
Exchange Rates (auto-updated on refresh)
💾 Backup & Restore
Export a full backup of all your data. Import to restore after a data loss.
🔒 Password Protection
Set a password to protect access. The password is saved to the file via the server.
👷 Contractor Access
Set the login credentials for your contractor. They will only see their own invoices, days, and expenses — not your portfolio.
Monthly Snapshots
🔍 Price Fetch Debug Log
Shows the result of the last "Refresh Prices" attempt. If all sources fail, try the Network Test below.
Click "Refresh Prices" to populate this log.