Portfolio & Accounts
Your complete investment overview
Total Portfolio
€3.60M
+3.8% this month
Fee Savings
€42,750
vs 1.25% advisor
Tax Alpha
€18,200
YTD tax savings
Risk Level
Moderate
Matches your profile
Asset Allocation
Total
€3.42M
Global Equities
50%€1710K
Smart Beta
20%€684K
Thematic (AI/Energy)
15%€513K
Bonds & Cash
10%€342K
Real Assets
5%€171K
Connected Accounts
Spanish Brokerage
Taxable
€1800K
+4.2%
UK ISA
Tax-advantaged
€850K
+3.8%
Emergency Fund
Cash
€180K
+0.2%
Real Estate Fund
Alternative
€420K
+2.1%
Private Pension
Retirement
€350K
+5.1%
Recent Activity
Mar 8
Rebalance
Sold €15K equities, bought €15K bonds
Mar 5
Dividend
VWRL dividend received
Mar 1
Contribution
Monthly investment
