◈Risk & return desk — price-based, deposits excluded
time-weighted metrics from your Depot price series · arrows = latest half vs earlier half
▶What to do nextyour priorities — highest impact first
◆Portfolio scorecard
where you're strong, where the levers are
★Read on your portfolio
G1Movement since last sync
green = wealthier · less debt · less idle cash
G2Net worth by class
G3Net worth & liabilities
G4Liquidity profile
how fast you could raise cash
G5Allocation vs target — what to rebalance
bar = current weight · marker = target
G6Debt clock & property equity
repayment pace measured from your own sync history
G7Contribution engine — what your monthly investing becomes
income, loan & investing you give it · not in your sheet
I0Daily pulse
I1Movement since last sync
your holdings only
I2Investments — value over time
I3Performance & quality
I5Profit over time — the money you've actually made
open profit and profit-on-cost from every sync · your deposits raise cost, never profit
I10True performance — price index & drawdown
rebased to 100 · what markets did, with your deposits stripped out
I4Return by holding
profit ÷ cost · what each fund actually earned
I11Fund overlap & diversification
how correlated your holdings are — and whether you're spreading out over time
I6Contribution to gains
who drove the profit
I7Investments by holding
I8Holdings — composition over time
stacked value · share shift since start below
I9Positions
click a header to sort
▲Your next tranche — how to split it
clear per-fund recommendation · updates with every sync and live price
▲The evidence behind it
per fund — where it stands, how it's been moving
▲Relative strength & valuation
each fund against your own book · where its price sits in its own history
▲Today's prices (optional live layer)
daily market data via a free Twelve Data key — works without it, using your sheet only
FLIGHT PLAN— 400 simulated futures, using your funds' own measured return & volatility
THE WEALTH LADDER— seven stages between here and "money is no longer the question"
THE MASTER DIAL— savings rate beats everything else, and it's the one thing you fully control
BOOSTERS— each lever tested through the full 30-year engine · ranked by what it adds
THE PLAYBOOK— what the best long-term investors actually do · adapted to an Austrian depot
THE STORY— the next 30 years, in plain words