Simple Portfolio
€284,633.57
-1.1% (-€2,723.23)
Price return
-1.1%
-€2,723.23
Income return
0%
€0.00
Cost ratio
0%
€0.00
Active return
N/A%

Holdings

Security
Position
Holding period
Cumulative cashflow
per share
Value
per share
Net profit/loss
in %
Allocation %
1,388
7 days
€81,819.66
€58.95/share
€139,310.81
€100.37/share
€1,441.12
1.05%
49.41%
220
7 days
€20,744.54
€94.29/share
€39,315.03
€178.70/share
€345.98
0.89%
13.94%
14.72
7 days
€1,828.82
€124.23/share
€31,237.19
€2,121.86/share
-€2,952.28
-8.64%
11.08%
0.29
7 days
€1,786.83
€6,206.40/share
€25,651.28
€89,097.49/share
-€1,194.70
-4.45%
9.1%
43
7 days
€4,687.82
€109.02/share
€17,725.29
€412.22/share
€267.42
1.53%
6.29%
203
7 days
€8,495.18
€41.85/share
€12,693.05
€62.53/share
-€214.87
-1.66%
4.5%
1,900
7 days
€10,014.14
€5.27/share
€9,223.17
€4.85/share
€15.01
0.16%
3.27%
47.84
7 days
€1,785.71
€37.32/share
€3,509.07
€73.34/share
-€432.12
-10.96%
1.24%
133
7 days
€4,817.07
€36.22/share
€3,272.84
€24.61/share
€12.06
0.37%
1.16%

Cash

Currency Balance Balance in reporting currency
US Dollar
USD
$1,951.24
€1,709.96
Euro
EUR
€985.86
€985.86

Dividends

Upcoming dividends

No dividends yet

TWR
-0.95%
Std. dev.
1.72%
Sharpe ratio
-0.6
Active TWR
-1.96%/year

Asset Classes

View details

Regions

View details

Sectors

View details

Tax reporting

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See a sample tax report.

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Example

Transactions

Date Type Description Quantity Amount
May 15, 2025
12:00 AM
Dividend
€51.14
$57.20
May 1, 2025
12:00 AM
Dividend
€32.51
$36.97
Apr 1, 2025
12:00 AM
Dividend
€95.97
$103.53
Mar 13, 2025
12:00 AM
Dividend
€32.95
$35.69
Feb 13, 2025
12:00 AM
Dividend
€52.94
$55.00
Feb 3, 2025
12:00 AM
Dividend
€35.99
$36.97
Dec 16, 2024
12:00 AM
Dividend
€93.78
$98.46
Dec 12, 2024
12:00 AM
Dividend
€34.02
$35.69
Nov 14, 2024
12:00 AM
Dividend
€52.22
$55.00
Nov 1, 2024
12:00 AM
Dividend
€33.97
$36.97