Asset Distribution

29,1%

Banks

57,5%

Platforms

13,4%

Real Estate

  • Asset 41 (bank)
    25,4%
  • Asset 12 (bank)
    1,7%
  • Asset 14 (bank)
    0,8%
  • Asset 16 (bank)
    0,3%
  • Asset 8 (bank)
    0,3%
  • Asset 7 (bank)
    0,3%
  • Asset 42 (bank)
    0,2%
  • Asset 13 (bank)
    0,0%
  • Asset 10 (bank)
    0,0%
  • Asset 11 (bank)
    0,0%
  • Asset 15 (bank)
    0,0%

  • Asset 17 (investment)
    23,0%
  • Asset 20 (investment)
    16,3%
  • Asset 24 (investment)
    10,8%
  • Asset 30 (deposit)
    3,9%
  • Asset 19 (investment)
    1,5%
  • Asset 38 (pension)
    1,3%
  • Asset 39 (pension)
    0,5%
  • Asset 37 (pension)
    0,2%

  • Asset 25 (property)
    13,4%
Liquid Assets
Total Net Worth (Javi)
72.064 €
Banks
24.202 €
11 accounts
Investments
47.862 €
8 platforms
Performance
Investment Returns
2.946 €
2.605 €
Interest Earnings
+43 €
+261 €
Real Estate
Total Equity
65.780 €
Asset 25 (property)
100.0%
Value
65.780
Mortgage
0
Equity
65.780
Net Profit Earnings
2026 YTD Net Profit
19.894 € 31.4%
2025 Profit
-963 €
2024 Profit
9.857 €
YoY 2026/2025
20.857 €
2,164.9%
YoY 2025/2024
-10.820 €
109.8%
1Y
3Y
5Y
10Y
Wealth Forecast
Invested Portfolio Value
47.862 €
Favorable
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Moderate
---
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Unfavorable
---
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Investment History
Total Investment Value
47.862 €
Bank Accounts History
Total Bank Balance
24.202 €
Payroll & Income
2026 YTD Net Payroll
6.892 €
AVG
0 €
Last 12 Months
NEXT
24 May 2026
in 16 days
Savings Analysis
Monthly Savings (Apr' 26)
221 €
Savings Rate
31.14%
Last month (Apr' 26)
Expenses Analysis
Monthly Expenses (Apr' 26)
488 €
Expense Rate
68.86%
Last month (Apr' 26)

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