Clients·Clara Hoffmann
Portfolio Transactions Conversations Activity Lora Memory Network Access
Clara Hoffmann
clara.hoffmann@example.de · Risk: balanced · KYC: complete · DE
Total value
38.200 €
all sleeves
Accounts
1
custody & banking
Positions
2
across all accounts
Currency
EUR
reporting
Allocation
52%Equity Etf
Equity Etf
20.000 €52%
Bond Government
18.200 €48%
Accounts
Kleinbank
601a361f-ce12-5c26-90d0-d83f621b6c6f
tink_bank_stub
EUR
Positions
2 positions
SymbolISINClassQuantityMarket valueAccount
VWCEIE00BK5BQT80Equity Etf10020.000 €Kleinbank
BUND10YDE0001102614Bond Government18018.200 €Kleinbank
Transactions
0 transactions
DateTypeISINQuantityAmount
No transactions