Dashboard
Portfolio overview and recent activity
My Providers
—
banks + brokers
My Accounts
—
all types
Global Value
—
total net worth
Debit / Credit
—
By Type
Value allocation
By Provider
Account value by provider
Account Overview
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Assets
All tracked market securities on the platform
| Symbol | Name | Type | Latest Price | Yield | Action |
|---|
Dividend Calendar
Yield and payment schedule per asset
| Symbol | Asset | Yield | Payment Months |
|---|
My Providers
Financial institutions (banks, brokers) — visible only to you
| Name | Type | Accounts | Actions |
|---|
My Accounts
Accounts under your providers: loans (debt), interest accounts, bank accounts, and
asset accounts
My Portfolio
Every holding is assigned to one of your asset accounts
Portfolio Value
—
sum of asset values
Total Gain / Loss (%/€)
—
—
Global Dividend Yield
—
weighted avg across holdings
Yield € (after tax)
—
—
By Asset
Market value per asset
By Asset Type
Market holdings allocation
| Asset | Account | Quantity | Purchase Price | Market Value | Gain / Loss | Action |
|---|
Goals
Track your savings and investment targets against your linked accounts
Import Data
Upload a CSV file to bulk import/update assets
Import log
Waiting for import...
Export Data
Download a CSV file of your assets in import-ready format
symbol,name,type,coin,price,yield,payment_months
Export log
Ready to export...
User Management
Create and manage platform accounts
| Username | Role | Created | Last Login | Action |
|---|