Neon DB: Connected (Frankfurt)
AI Wealth Assistant Insight
AnalysisYour portfolio holds 13.8% in cash & bank vaults (€19,700). Based on current inflation, allocating €5,000 to high-yield P2P loans or S&P 500 would generate ~€480/yr in additional passive income.
Total Net Worth
€142,850.45
+€1,240.20 (0.88%) today
Invested Capital
€98,500.00
Across 6 verified accounts
Total Profit (All-Time)
+€44,350.45
+45.02% Total Return
Est. Monthly Income
€412.80
Dividends, P2P Interest, Staking
Asset Allocation
5 CategoriesEquities & ETFs
€58,400
40.9%
Cryptocurrencies
€46,250
32.4%
P2P Lending
€18,500
13%
Cash & Banking
€14,700
10.3%
Physical Cash (Safe)
€5,000
3.5%
Connected Providers (Asset Sources)
Aggregated automatically with zero manual calculations
Interactive Brokers
Synced€58,400.00
+1.2%
Stock BrokerRead-only API
Binance
Synced€32,150.20
+2.8%
Crypto ExchangeRead-only API
Cold Storage (Ledger)
On-Chain€14,100.00
+1.9%
Hardware WalletBlockchain Sync
PeerBerry
Active€18,500.00
+11.2% APR
P2P LendingAPI / CSV
Revolut Vault
Connected€14,700.00
+3.4% APY
Bank AccountOpen Banking
Home Safe
Manual€5,000.00
0.0%
Physical CashManual Asset
Traceable Financial Events
Every number is traceable down to the raw transaction and lot
| Date | Type | Asset / Description | Amount | Source | Traceability |
|---|---|---|---|---|---|
| Today, 14:22 | INCOME (Dividend) | Apple Inc. (AAPL) | +€42.50 | Interactive Brokers | LOT-AAPL-091 ✓ |
| Today, 11:05 | INTERNAL_TRANSFER | 0.15 BTC | Binance → Ledger | Cross-Provider | LOT-BTC-003 ✓ |
| Yesterday | INCOME (P2P Interest) | PeerBerry Auto-Invest | +€18.40 | PeerBerry | LOT-PB-4819 ✓ |
| 28 Oct 2026 | BUY | Vanguard S&P 500 (VUSA) | €1,200.00 | Interactive Brokers | LOT-VUSA-012 ✓ |