A demo copy of the app I actually use. All the numbers are made up (amounts, quantities, prices, returns, history) and the securities and companies have invented names: they give the idea, they don't say what I own. You can change the prices, switch tab, save a snapshot: it is the same interface.
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The purchase FX for each position locks the cost in EUR at the exchange rate of the day it was bought.
Combined dashboard
Total net worth
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ETFs + Crypto + Cash
ETF
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Crypto
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Cash
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Global P&L
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Unrealised ETF + realised + Crypto
Net worth breakdown
Comparison by block
Block
Value
Cost
P&L
P&L %
Weight
ETF + cash net worth
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Value invested
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Cash
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Unrealised P&L
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Total P&L
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ETF value history
Trend of the value invested in ETFs (excluding cash and crypto). Snapshots update automatically the first time the app is opened each day; press Save snapshot in the top bar to freeze the current value.
Open positions
Instrument
Qty
Avg cost
Curr. price
Ccy
Purch. FX
Value EUR
Alloc.
P&L (EUR)
P&L %
Transaction history
Date
Instrument
Type
Qty
Price
Avg cost
P&L (EUR)
P&L breakdown — USD positions
Instrument
Asset P&L (€)
FX P&L (€)
Total P&L (€)
Asset %
FX %
Asset P&L = pure performance of the asset in EUR (at the same exchange rate as at purchase). FX P&L = impact of the EUR/USD movement between purchase and today. The sum is the total P&L you see at your broker.
Company look-through (top holdings of the ETFs)
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Company
Sector
Exposure (€)
% invested
Held in
How it is calculated: for each ETF, the indicative weight of its top 10 × the EUR value of your position. Companies held in several ETFs are added together. The percentage is on the total invested in ETFs (excluding cash). Weights are approximate and change as the indices are rebalanced.
Allocation
By region
By currency exposure
Tax preview (Italian tax rules)
Annual securities stamp duty (“bollo”, 0.2%)
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on the value invested
Substitute tax (“imposta sostitutiva”, 26%) due on realised gains
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on closed capital gains
Potential tax on unrealised gains
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26% × sum of open capital gains
Estimated net worth after tax
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if you sold everything today
Value invested
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Active assets
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positions > $1
Top position
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Unrealised P&L
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Total P&L
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Crypto value history
Trend of the crypto value in EUR (at the EUR/USD rate set at the top). For earlier snapshots without an explicit crypto value, it is derived as total net worth − ETFs − cash.
Crypto positions
Asset
Holdings
Price (USD)
Avg cost (USD)
Value (USD)
Value (EUR)
Alloc.
P&L (USD)
P&L %
Static data from the imported CSV. P&L is in USD: to get it in EUR, use the exchange rate at the top. Allocation is calculated on the total crypto value.
Crypto allocation by category
Category
Value USD
Weight
Assets
Crypto tax preview (Italian tax rules)
IVAFE, 2‰ a year
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on the crypto value, if held on an exchange
Open unrealised capital gains
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taxable at 26% if realised
Open unrealised capital losses
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can be offset against crypto gains (4 years)
Net result if you sold everything today
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Net worth history
Today's snapshot is updated automatically on every render. Past dates stay frozen at the values of the time. Press Save snapshot to force an update.
Global P&L trend % on cost
Global P&L (unrealised ETF + realised + crypto) divided by the total cost of ETFs and crypto, at each snapshot: the same percentage as the Global P&L KPI. It starts on 05/08/2026: before that, snapshots did not record the cost of crypto.