Allocate better, invest smarter
Portefeuille de démonstration
Your DCA strategy parameters
• DCA Amount : Amount you wish to invest
• Liquidities : Additional funds available for investment
• Minimum amount per line : Minimum amount required by your broker for a transaction
⚠️ Attention: use comma and not dot for decimals.
Portfolio value
Total value
102 721,67 €
Target allocations
100% allocated
Available budget
928,33 €
DCA: 900,00 € • Liquidities: 28,33 €
Taux d'utilisation99.48%
Investi: 923,55 €Disponible: 928,33 €
Geographic diversification
FR100.0%
Assets
Saisie des Montants Actuels :
Mode manuelMode auto
| Assets | Target Alloc. | Current Alloc. | Current Amounts | Shares | Quotes | To Invest | Shares to buy | Future Alloc. | Actions |
|---|---|---|---|---|---|---|---|---|---|
S&P500 USA BNP FR0011550185 | % | 73.32% | 75 316,57 € | 32,68 € | 0,00 € | - | 72.67%+0.7% | ||
STOXX 600 Europe BNP FR0011550193 | % | 17.59% | 18 069,31 € | 20,51 € | 293,49 € | 14 parts | 17.71% | ||
MSCI Inde Lyxor FR0011869320 | % | 2.80% | 2 874,80 € | 21,95 € | 636,41 € | 29 parts | 3.39%-0.6% | ||
TOPIX Japon AMUNDI FR0013411980 | % | 6.29% | 6 461,00 € | 36,92 € | 0,00 € | - | 6.23% |
Data to fill
• Target allocations : Desired percentage for each asset
• Current amounts : Current value of your positions or leave automatic mode
• Shares : Number of shares held
Quotes and calculations
EOD quotes : Official closing prices
Calculated shares : Number of shares to buy
Note : Quotes are updated weekly
Future allocations
Green : Close to target (±0.5%)
Blue : ±0.5% to 1%
Yellow : ±1% to 2%
Red : ±2% and more
Note : Allocation after investing calculated amounts
Mode démo
Portefeuille de démonstration avec 4 actifs. Créez un compte gratuit pour gérer vos propres investissements (2 actifs max) ou passez au Premium pour un accès complet.