Investment Portfolio

Portfolio Goals

Target Value (€)

Target Date

Save Goal

Progress to Goal 0%

€0 remaining 0 days left

Total Invested

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Total Received

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Portfolio Yield

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Total Profit/Loss

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Portfolio Performance Over Time

All 6M 3M

Investment Distribution

Invested by Platform

Returns by Platform

Platform Performance Metrics

Platform	Invested (€)	Received (€)	P&L (€)	ROI (%)	Yield (%)	Share (%)

💡 Tip: Add a "Month" column (YYYY-MM format) to your CSV to enable historical tracking