INVESTOR
TRACKING
EN
ES
DE
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Updated
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Current portfolio value
€0.00
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Prices — based on purchase cost average
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Portfolio allocation
Portfolio evolution
All
3M
1M
No benchmark
vs S&P 500
vs MSCI World
vs NASDAQ
Geographic distribution
ETF vs Stocks
Performance heatmap
size = portfolio weight
Positions
Risk assessment
Risk score by asset
volatility + concentration + asset type
Portfolio health score
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Correlation matrix
Asset correlation (estimated)
1.0 = perfect correlation · 0 = uncorrelated · -1 = inverse
Monthly performance breakdown
Return by period
Growth projection
Compound interest projection
Conservative
4%
Fixed income / bonds
Moderate
8%
MSCI World historical
Optimistic
12%
S&P 500 historical
Time horizon
Monthly contribution
€
Initial capital
€
Inflation
%
Transaction history
Deposits
Dividends
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Purchase history
Cost averaging analysis
Price evolution (avg cost)