Dashboard

Current Portfolio Value

€0.00
Using cost basis

Total Gains/Losses

€0.00
0.0%

Monthly Investment

€0.00
0 trades

Yearly Investment

€0.00
0 trades

Total Shares

0
0 ETFs

Total Investment

€0.00
Avg return: 0.0%

Total Holdings

Portfolio Value: €0.00
Cash Savings: €0.00
Total Value: €0.00

ETF Breakdown

No ETF positions yet

Add New Trade

Trade History

No trades recorded yet. Add your first trade above!

Portfolio Summary

No portfolio data yet

Admin Panel - User Management

Create New User

Existing Users

Loading users...

API Access Tokens

Create access tokens to authenticate API requests for third-party integrations like n8n workflows. Keep your tokens secure and never share them publicly.

Create New Token

Your Access Tokens

Loading tokens...

Cash Savings Accounts

Track your cash savings accounts alongside your ETF investments. Manage different account types and monitor your total cash position.

Total Cash

EUR: €0.00
USD: $0.00

Add New Account

Your Cash Accounts

Loading accounts...

Recent Transfers

No transfers found

Add Cash Transfer

Record deposits and withdrawals for your cash accounts. Transfers will automatically update account balances.

Recent Transfers

No transfers found

Gains & Losses

Total Gains/Losses

€0.00
0.0%

Unrealized P&L

€0.00
0.0%

Current Portfolio Value

€0.00
Not updated

Update Current Prices

Enter current market prices to calculate gains/losses

No ETF positions to update

Individual Performance

Update prices to see performance breakdown

Capital Gains Tax Settings

Configure your Capital Gains Tax rates based on holding periods. These rates will be used to calculate estimated tax liability on your realized and unrealized gains.

CGT Rate by Holding Period

Additional Settings

Annual tax-free allowance for capital gains

CGT Rate Preview

0-1M
40%
1-6M
35%
6M-1Y
30%
1-2Y
20%
2-8Y
10%
8Y+
33%