Good morning

Here's your wealth overview

All agents active

Total Portfolio Value

€47.832,50+0.49% today

Day Change

+€234.80

Total Return

+€4832.50

Return %

+11.24%

Jan
Feb
Mar
Apr
May
Jun

Holdings

View all
VW
VWCE
Vanguard FTSE All-World
€18.500,00
+1.2%
IW
IWDA
iShares Core MSCI World
€12.300,00
+0.8%
AG
AGGH
iShares Core Global Agg Bond
€8.200,00
-0.2%
GO
GOLD
Xetra-Gold
€5.100,00
+0.5%
CA
CASH
Cash & Equivalents
€3.732,50
+0.0%

AI Agents

Details
Sentinel
Monitoring 3 risk signals
active
Forge
Portfolio optimized
active
Horizon
2 goals on track
active
Harvest
No tax-loss opportunities
idle
Sage
Ready to assist
ready

Recent Activity

Volatility alert triggered
2 hours ago
Portfolio rebalanced
Yesterday
Dividend received: €42.30
3 days ago