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
94 566,84 €
Target allocations
100% allocated
Available budget
928,33 €
DCA: 900,00 € • Liquidities: 28,33 €
Taux d'utilisation99.56%
Investi: 924,27 €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 | % | 71.76% | 67 857,59 € | 29,44 € | 476,86 € | 16 parts | 71.55% | ||
STOXX 600 Europe BNP FR0011550193 | % | 18.62% | 17 605,90 € | 19,98 € | 0,00 € | - | 18.44% | ||
MSCI Inde Lyxor FR0011869320 | % | 3.14% | 2 968,72 € | 22,66 € | 453,24 € | 20 parts | 3.58% | ||
TOPIX Japon AMUNDI FR0013411980 | % | 6.49% | 6 134,63 € | 35,06 € | 0,00 € | - | 6.42% |
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.