Sunday, August 30, 2026

Good morning, <name/>

Here is your wealth summary

Total Net Worth

€8,580,000

+1.48%

+€125,400 this month

YTD Return

+12.4%

2.1%

Sharpe Ratio

1.85

Last sync

2 min ago

Monthly Cash Flows

Income vs. expenses

Asset Management

Distribution by category

Cash

€1,250,000

↑2.5%

Crypto

€485,000

↓4.2%

Stocks

€2,890,000

↑8.3%

Real Estate

€3,450,000

↑1.2%

Collectibles

€320,000

↑5.8%

Vehicles

€185,000

↓2.1%

AI Advisor

Online

Good morning, María. I have detected a tax optimization opportunity in your equity portfolio. Would you like to review it?

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