Clients·Tobias Schmitt
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Tobias Schmitt
tobias.schmitt@example.de · Risk: conservative · KYC: complete · DE
Total value
50.000 €
all sleeves
Accounts
1
custody & banking
Positions
2
across all accounts
Currency
EUR
reporting
Allocation
60%Cash
Cash
30.000 €60%
Equity Etf
20.000 €40%
Accounts
Kleinbank
c5426799-e080-56ec-91e3-da5949efd6b1
tink_bank_stub
EUR
Kleinbank
07203128-2adf-5c3f-a8c7-475035f2e51c
tink_bank_stub
EUR
Positions
4 positions
SymbolISINClassQuantityMarket valueAccount
CASH—Cash30.00030.000 €Kleinbank
IWDAIE00B4L5Y983Equity Etf6020.000 €Kleinbank
EXSADE0005933931Equity Etf8010.000 €Kleinbank
BUND10YDE0001102614Bond Government505.000 €Kleinbank
Transactions
0 transactions
DateTypeISINQuantityAmount
No transactions