◈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
I1Movement since last sync
your holdings only
I2Investments — value over time
I3Performance & quality
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