Market Value
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Unrealized P/L
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Day P/L
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Positions
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Portfolio Value Over Time
Value saved on each dashboard refresh. History builds over time.
Recent Trades
Holdings
Sorted by value| Position | Price | Day | Value (€) | Return | |
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Select a position
Your P/L
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Avg Cost
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Value
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Price History
Geographic Exposure
By portfolio value
Sector Exposure
By portfolio value
Asset Allocation
Equities · ETFs · Crypto · Bonds · Commodities
Total
Holdings by Weight
Individual positions sorted by value
Market Valuation Context
Source: J.P. Morgan Asset Management — Guide to the Markets (EMEA), 15 May 2026. Forward P/E ratios use IBES 12-month forward earnings. Long-term return assumptions are JPM's 10-15 year Capital Market Assumptions in EUR. This is reference context only, not a recommendation.
Regional Forward P/E Ratios
JPM 10-15yr Expected Returns (EUR)
Your Portfolio vs. JPM Valuations
US Market Deep Dive
IG99 Portfolio Analyst
This analysis is generated algorithmically based on portfolio composition, benchmark comparisons, and basic financial metrics. It is for educational and discussion purposes only — not a recommendation to buy, sell, or hold any security. Always do your own research and consult a qualified financial advisor before making investment decisions.
Geographic & Sector Exposure
Concentration & Risk
Strategic Observations
Gaps & Opportunities
Position-Level Review
| Position | Signal | Weight | Return | Rationale |
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S&P 500
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STOXX 600
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Nasdaq
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MSCI EM (EEM)
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Global Indices
Major equity benchmarks
| Index | Price | Day % | 5D % | YTD % |
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Currencies & Rates
Major pairs & treasury yield
| Pair | Rate | Day % |
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Commodities
Gold, oil & key commodities
| Commodity | Price | Day % |
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Market Headlines
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Central Banks & Policy Rates
Current rates & JPM market expectations
Regional Forward P/E Ratios
JPM Guide to the Markets
JPM 10-15yr Expected Returns (EUR)
Long-Term Capital Market Assumptions
What This Means for Our Portfolio
Algorithmic cross-reference of market data with IG99 holdings
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Net Capital In
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Deposits minus withdrawals
Total Dividends
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Withholding Tax
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Roerende voorheffing
Broker Fees
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Admin + transaction costs
Dividend Income by Year
Growing passive income stream
Capital Contributions by Year
Cash deposited into the club
Dividends by Stock
Lifetime totals| Stock | Total Received | % of Total |
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Total Invested by Stock
All-time purchase amounts| Stock | Bought | Sold | Net Cost |
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Realized Profit / Loss
Closed positions| Stock | Cost Basis | Proceeds | P/L |
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Withholding Tax by Year
Roerende voorheffing on dividends
Cash Flow Summary
All-time money movements
Data source: Bolero broker export · Last updated: · Upload a new export to refresh
Member Positions
Each member's share of the club's total value (all holdings + Bolero & KBC cash)
Ownership is derived best-effort from KBC bank transfers (Sep 2020 – 13 Jun 2026). Stake value = ownership share × total club value, and updates live with prices. Tap a row to focus a member. Contributions/units can be corrected in members.js.