Depotly

Portfolio Analytics

Navigation

OverviewP&LPerformance TrackerPerformanceCashflowDividendsAI AnalysisSettings
Upload CSV
Depotly
XETRA Closed
Sign inSign up
You're viewing demo data. Upload your own CSV to track your real deposits and withdrawals.

Cashflow

How much you deposited from your bank and withdrew — and how that compares to the cost basis of your open positions.

Total Deposited

17.000,00 €

Money in from your bank

Total Withdrawn

1.500,00 €

Money out to your bank

Net Deposited

15.500,00 €

Deposits − withdrawals

Invested (Cost basis)

22.660,24 €

Cost basis of open positions

Return on invested capital

You deposited 15.500,00 € net; your total value today is 27.253,90 € (open positions plus uninvested cash).

Stock value

26.940,90 €

Open positions at market

+

Cash balance

313,00 €

Realized gains, dividends, interest

=

Total value

27.253,90 €

What your portfolio is worth

+11.753,90 €(+75,8%)

Invested capital over time

Interest earned

Credited to your cash balance

+27,60 €

Cash movements (10)

Date↓Type↓Description↓Amount↓Balance↓
10.02.2025DepositBank transfer+3.000,00 €15.527,60 €
31.12.2024InterestCash interest+15,20 €12.527,60 €
18.09.2024DepositBank transfer+2.000,00 €12.512,40 €
01.09.2024Transfer outInternal transfer−500,00 €10.512,40 €
12.08.2024WithdrawalBank payout−1.500,00 €11.012,40 €
30.06.2024InterestCash interest+12,40 €12.512,40 €
20.06.2024DepositBank transfer+4.000,00 €12.500,00 €
10.05.2024Transfer inInternal transfer+500,00 €8.500,00 €
04.03.2024DepositBank transfer+3.000,00 €8.000,00 €
15.01.2024DepositBank transfer+5.000,00 €5.000,00 €