Clients·Sophia Fischer
Portfolio Transactions Conversations Activity Lora Memory Network Access
Sophia Fischer
sophia.fischer@example.com · Risk: growth · KYC: complete · EN
Total value
64.000 €
all sleeves
Accounts
1
custody & banking
Positions
2
across all accounts
Currency
EUR
reporting
Allocation
78%Equity Etf
Equity Etf
50.000 €78%
Cash
14.000 €22%
Accounts
Kleinbank
74028b6b-a032-5e0c-bb69-15f57158c904
tink_bank_stub
EUR
Positions
2 positions
SymbolISINClassQuantityMarket valueAccount
QQQMUS46138E2502Equity Etf25050.000 €Kleinbank
CASH—Cash14.00014.000 €Kleinbank
Transactions
0 transactions
DateTypeISINQuantityAmount
No transactions