Macro
Holdings
| Asset | Value | Return |
|---|
Analysis: Trend = price-trend score from daily closes (−100 … +100), dot = news tone summarised by Claude; analyst consensus with upside to the average 12-month target from Yahoo Finance. Hover or tap for details. Descriptive information, not investment advice.
Themes
| Instrument | Price · day | 1M | 3M | 1Y | Analysis | 6 months | Watch |
|---|
Jensen Huang on the phases of AI and the five-layer cake — videos & sources
Themes group companies and UCITS ETFs by the AI layer or health trend they are exposed to; the vision texts paraphrase Jensen Huang’s talks. Membership is a starting list, not a selection — edit private/themes.json. Prices in each listing’s own currency. Analysis: trend score as in Holdings, plus the Yahoo Finance analyst consensus for stocks (ETFs have none). Not a recommendation to buy or sell.
Watch List
| Instrument | Added | Price · day | Since added | Trend now | Score Δ | Score, 60 days | Remove |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
Saved to your private account (not this browser), so it follows you to other devices once published. “Since added” compares today’s price with the price on the day you added it, in the listing’s currency.
Taxes & fees
Activity
Data
Checks
Returns are before taxes and fees (order fees, subscriptions and withheld tax are listed under Taxes & fees). Average-cost method, all in EUR at each trade date's exchange rate. Trezor coins are costed at their USD value on arrival (≈ Coinbase purchase price). Crypto ETPs without their own price history are tracked via the underlying coin. Prices are delayed.