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Total value
197 198 €
Total profit
advisor-photo
Investment accounts are held in euros. When showing the result (profit or loss) in another currency, we convert both your deposits and the current portfolio value using the exchange rate from ECB fixings. If you wish to see the profit value in another currency, change it in the settings.
62 513 €
Simple return
advisor-photo
Simple return is calculated by summing up your account(s) balance and withdrawals, dividing it by deposits, and subtracting 1 from the result. It expresses how much your investments have earned for you.
46.41%

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Your goals

  • Simple return 50.26%
  • Time-weighted return
    advisor-photo
    You can learn more about the time-weighted return in our blog.
  • Profit 60 810 €
  • Net deposits 121 001 €
  • Investment horizon 20 years
  • Portfolio composition 80:20
  • Regular investment no
  • Tax savings 11 554 €
  • Account opened on 17.05.2018
  • Simple return 36.92%
  • Time-weighted return
    advisor-photo
    You can learn more about the time-weighted return in our blog.
  • Profit 1 366 €
  • Net deposits 3 684 €
  • Investment horizon 18 years
  • Portfolio composition 100:0
  • Regular investment yes
  • Tax savings 260 €
  • Account opened on 02.06.2018
  • Simple return 3.37%
  • Time-weighted return
    advisor-photo
    You can learn more about the time-weighted return in our blog.
  • Profit 337 €
  • Net deposits 10 000 €
  • Investment horizon 10 years
  • Portfolio composition 0:100
  • Regular investment no
  • Tax savings 64 €
  • Account opened on 29.06.2023

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