Has my portfolio reached a new all-time high?
An overview question asks what a portfolio holds and what it is worth: the positions, the total, and how each one weighs against the whole. The figures are the latest price of everything held, with cash counted alongside the securities.
Worked through on a sample portfolio. The figures below are that portfolio’s, not yours.
Your portfolio did reach a new all-time high on 29/08/2026. The all-time high was 92.985,34 € on 2026-08-29. Today the portfolio value is 90.983,96 €, which is -2,15% away from that peak (distance: -23.138,95 €).
Snapshot of headline capital and gains today:
| Metric | Value |
|---|---|
| Total invested (paid for holdings) | 63.990,15 € |
| Net invested (buys − sells + costs) | 63.990,15 € |
| Cash | 5.510,23 € |
| Total fees & taxes | 0,00% € |
| Gains (headline) | +21.483,58 € |
Notes:
- The all-time high date and value come from your portfolio metrics.
- The capital section above lists the four items tracked: total_invested, net_invested, cash and total_fees_taxes.
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See this for your own portfolio
The assistant answers the same question about your own holdings, with your figures and today’s prices. Import from your broker, or open the demo portfolio and ask it there.