Ascendia
DEMO · sample dataSign in
Net worth
$766,873
$770,480 assets − $3,607 debts
1 day+$2,348 (+0.31%)
Invested · all time+$122,820 (+25.76%)
IRR · est. annualized+15.6%/yr
Where the wealth sits
Capital$599,790 · 77.8%
Personal$170,690 · 22.2%
Demo Rewards Card ··4471−2,864
Demo Card ··9012−743
Debts−3,607
Net worth$766,873
Est. dividends & interest
$11,092 / yr
≈ $924 / mo · 1.44% blended yield
Treasury 3.90%$5,561
VOO 1.20%$1,424
JPM 2.30%$1,343
VGK 2.90%$933
MSFT 1.10%$758
VFIAX 1.20%$502
AAPL 0.40%$297
COST 0.60%$226
GOOGL 0.30%$48
Net worth flow · sources to net worth
Net worth evolution · 34 weeks
Net worth through three lenses · indexed to 100
$766,873 · €659,511 · ₿11.98
USD-denominatedEUR-denominatedBTC-denominatedSame wealth, three yardsticks — growth in BTC terms means you outgrew bitcoin itself.
Composition
Asset class
Stocks 36%ETFs 25%Cash 22%Crypto 17%
Sector — true exposure
Technology 42%Financials 18%Consumer Disc. 9%Consumer Staples 9%Comm. Services 7%Other 6%Health Care 5%Other 5%
Geography — true exposure
North America 79%Crypto / Global 17%Europe 4%
True exposure by asset · direct + inside ETFs
Held directlyVia ETF holdingsCash excluded; covered ETFs use top-10 weights.
Analytics
Concentration
89% of assets in top 10 positions
Treasury$142,600 · 18.5%
VOO$118,650 · 15.4%
BTC$86,400 · 11.2%
AAPL$74,240 · 9.6%
MSFT$68,950 · 8.9%
JPM$58,370 · 7.6%
VFIAX$41,850 · 5.4%
COST$37,600 · 4.9%
VGK$32,160 · 4.2%
Checking$28,260 · 3.7%
Day change attribution · top movers
Allocation over time · % of assets
CryptoEquitiesCashCrypto 18% → 18% since Nov 25 — concentration traded for balance.
This is a demo with entirely fictional holdings, balances, and history — no real account or provider is connected. Sign in to see your own portfolio.