About KPIs

Dashboard

Dashboard - Current Month Growth

This value indicates your wealth increase or decrease in the current month across all your data points
in AVIMBU.

Calculation: The difference between your current total and the current total of the last day of the previous month.

Dashboard - Current Month Expenses

This value indicates your wealth decrease in the current month across all your data points.

Calculation: The sum of all outgoing transfers.

Dashboard - Current Year Growth

This value indicates that your wealth has increased or decreased since the current year across all data points.

Calculation: The difference between your current total and the current total of the last day of the previous year.

Dashboard - Current Total

This value shows your overall wealth. It includes all your assets like bank accounts or portfolios using their current value.

Calculation: Sum of all current values of bank accounts and the current value of your portfolios.

Bank Accounts Overview

Bank Accounts Overview - Current Month Growth

This value indicates your wealth increase or decrease in the current month across all your bank accounts.

Calculation: The difference between your current total and the current total of the last day of the previous month.

Bank Accounts Overview - Current Month Expenses

The current month's expenses show how much money was spent since the first of the month.

Calculation: The sum of all outgoing transfers of all your bank accounts.

Bank Accounts Overview - Current Year Growth

This value indicates your wealth increase or decrease in the current year across all your bank accounts.

Calculation: The difference between your current total and the current total of the last day of the previous year.

Bank Accounts Overview - Current Total

The Current total shows you how much all your bank accounts are currently worth, or the amount of overdrawn money if negative.

Calculation: The sum of all Current Balances across all accounts.

Individual Bank Account

Individual Bank Account - Current Balance

The Current Balance shows the available money on this bank account or, if negative, how much you have overdrawn your account.

Calculation: Your initial bank account value plus all your incoming transactions minus all your outgoing transactions.

Individual Bank Account - Current Month Income

The current month's income shows how much money you received this month.

Calculation: The sum of all incoming transactions.

Individual Bank Account - Current Month Outgoing

The current month's outgoing KPI shows how much money was spent this month.

Calculation: The sum of all outgoing transactions.

Stock Portfolio Overview

Stock Portfolio Overview - Total Current Value

The total current value shows the current value of all your holdings across all your portfolios on the market.

Calculation: The sum for each holding in every portfolio using quantity times the current market price.

Stock Portfolio Overview - Current Month Growth

This value shows how much all your portfolios in sum have grown/decreased since the beginning of the current month.

Calculation: The sum of all Current Values of the portfolios minus the sum of all current values of the last day of the previous month.

Stock Portfolio Overview - Current Year Growth

This value shows how much all your portfolios in sum have grown/decreased since the beginning of the current year.

Calculation: The sum of all Current Values of the portfolios minus the sum of all current values of the last day of the previous year.

Stock Portfolio Overview -Overall Growth

This value shows how much all your holdings have grown/decreased in value since you bought them.

Calculation: The sum of all differences between the current price minus the purchase price.

Individual Stock Portfolio

Individual Stock Portfolio - Current Value

The current value of all your holdings on the stock market.

Calculation: The sum for each holding using quantity times the current market price.

Individual Stock Portfolio - Current Month Growth

Current Month growth shows how much the value of your portfolio has increased or decreased since the beginning of the current month.

Calculation: Current Value minus the current value of the last day from the previous month.

Individual Stock Portfolio - Current Year Growth

Current Year growth shows how much the value of your portfolio has increased or decreased since the beginning of the current year.

Calculation: Current Value minus the current value of the last day from the previous year.

Angel Investment Overview

Angel Overview - Amount Invested

Gives the sum of all investments you made in startups, independent of their state.

Calculation: The sum of all investment shares at investment time.

Angel Overview - Current Valuation

Gives the sum of the share value in all startups, taking into account their current valuation.

Calculation: The sum of all investment shares with current valuation.

Angel Overview - Invested Company Count

Indicates in how many startups you are currently invested positively.

Calculation: The sum of startups where status is active.

Angel Overview - Money Lost

Indicates the sum of investments you lost, due to startups getting out of business.

Calculation: The sum of investment values of all startups with status dead.

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