Sample Portfolio Review
A calm portfolio review for assets spread across brokers, cash accounts and spreadsheets.
Upogee turns scattered holdings and cash records into one weekly read: what changed, what drove it, what needs attention, and what to check before the next review.
Choose your starting point
Start with the smallest path that gives Upogee enough data to replace the sample review with your own.
Sample data for illustration only. Upogee is a review layer, not financial or investment advice.
Upogee noticed
The useful part is not another table. It is the read.
Largest position
VWCE represents 21.2% across the complete portfolio.
Currency exposure
54.6% of the portfolio is exposed to USD across accounts.
Cash in context
€12,200 of cash remains inside the portfolio structure.
Data quality
The LVMH close is one market session older than the review date.
First Portfolio Review
A weekly read before the supporting detail.
What changed
The sample portfolio gained €650 this week.
What drove it
AAPL made the strongest contribution while ASML was the largest drag.
What needs attention
VWCE is the largest position at 21.2% of the complete portfolio.
Before the next review
The stale quote is the one open data check. Concentration and cash remain visible for the next review.
Why this is different
Your broker shows an account. Your spreadsheet reconstructs a picture. Upogee gives you a review.
Broker dashboard
A useful account view, limited to the assets held with that broker.
Spreadsheet
A flexible record that asks you to rebuild the picture before you can read it.
Upogee
One review across positions, accounts, cash, currency exposure, and data quality.
Supporting evidence
The numbers behind the review.
The detail is there when needed. The review stays focused on what changed, what drove it, and what deserves attention.
Portfolio value
€151,800
Across 2 brokers
Current result
+€15,610
Compared with current cost basis
Cash
€12,200
8.0% of the full portfolio
Concentration
Vanguard FTSE All-World
VWCE · largest position
21.2%
The portfolio’s result depends materially on a small number of positions. The complete view makes that dependence visible across both accounts.
Contributors and drags
Strongest contributors
AAPL
40.9%
+€8,020
VWCE
20.1%
+€5,380
MSFT
22.2%
+€3,350
Largest drags
ASML
-12.7%
-€1,860
MC
-11.1%
-€890
JNJ
-7.0%
-€470
Allocation
Equity
€92,040
60.6%
ETF
€38,160
25.1%
Cash
€12,200
8.0%
Bond ETF
€9,400
6.2%
Currency exposure
EUR
€68,920
45.4%
USD
€82,880
54.6%
Account exposure
Atlas Markets
€68,920
45.4%
Northstar Securities
€82,880
54.6%
Data quality
Ledger reconciled
Both account totals match the imported transaction history.
One quote needs review
The LVMH close is one market session older than the review date.
FX context preserved
USD positions are translated at the review-date EUR rate.
Holdings
One portfolio, not two account lists.
As of 26 Jun 2026
| Position | Account | Currency | Weight | Value | Result |
|---|---|---|---|---|---|
VWCE Vanguard FTSE All-World | Atlas Markets | EUR | 21.2% | €32,180 | +€5,380 |
AAPL Apple | Northstar Securities | USD | 18.2% | €27,620 | +€8,020 |
MSFT Microsoft | Northstar Securities | USD | 12.2% | €18,450 | +€3,350 |
ASML ASML Holding | Atlas Markets | EUR | 8.5% | €12,840 | -€1,860 |
GOOGL Alphabet | Northstar Securities | USD | 7.2% | €10,980 | -€220 |
EUNA iShares Core Global Aggregate Bond | Atlas Markets | EUR | 6.2% | €9,400 | +€150 |
BRK.B Berkshire Hathaway | Northstar Securities | USD | 5.8% | €8,750 | +€1,710 |
MC LVMH | Atlas Markets | EUR | 4.7% | €7,160 | -€890 |
JNJ Johnson & Johnson | Northstar Securities | USD | 4.1% | €6,240 | -€470 |
IEMG iShares Core MSCI Emerging Markets | Northstar Securities | USD | 3.9% | €5,980 | +€440 |
Private review, controlled inputs
No broker connection is required for this review.
No broker credentials required.
CSV or manual entry first.
Sample data for illustration only.
Designed for review, not trading noise.
Your portfolio
Make the first review your own.
Start with your own records and see the same sequence applied to your portfolio.