Total assets
CHF 119’800
YOUR WEALTH, AT A GLANCE
The bigger picture.
A considered view of everything you own.
Sample valuation · 28 Sep 2026
Stocks & ETFs
CHF 56’232
Crypto
CHF 41’272
Cash
CHF 22’296
Real estate
CHF 0
Other
CHF 0
Portfolio evolution
Fictional dated prices for the sample portfolio.
CHF 119’800+14.97% over this period
Asset allocation
A balance of perspectives.
Stocks & ETFs46.9%
Crypto34.5%
Cash18.6%
Real estate0.0%
Other0.0%
Your holdings 6
Every piece of your portfolio, in its place.
| Asset | Account | Quantity | Unit price | Purchase price | Value (CHF) | Price date | Actions |
|---|---|---|---|---|---|---|---|
VTVanguard Total World Stock ETF | Interactive Brokers | 350 | US$ 130.00 | US$ 110.00 | CHF 40’040.00 | 2026-09-28 | |
AAPLApple | Interactive Brokers | 80 | US$ 230.00 | US$ 190.00 | CHF 16’192.00 | 2026-09-28 | |
BTCBitcoin | Ledger | 0.42 | US$ 85’000.00 | US$ 60’000.00 | CHF 31’416.00 | 2026-09-28 | |
ETHEthereum | Ledger | 3.5 | US$ 3’200.00 | US$ 2’200.00 | CHF 9’856.00 | 2026-09-28 | |
CHFSwiss franc | Cash account | 18600 | CHF 1.00 | — | CHF 18’600.00 | 2026-09-28 | |
USDUS dollar | Interactive Brokers | 4200 | US$ 1.00 | — | CHF 3’696.00 | 2026-09-28 |