NVDA is now 24.0% of your portfolio
Why you're seeing thisYour largest holding's share rose from 21.6% to 24.0% over 30 days.
Your financial life.
Finally understood.
Start with one exact picture of everything you own and owe. Then Zuren tells you what moved, how it knows, and what deserves your attention.
Private beta · View pricing / Start trial.
Net worth
$128,430
+$8,120 (6.7%) past 12 months
Accounts
BrokerageConnected · read-only
$92,410.00
High-yield savingsManual
$18,250.00
Everyday checkingManual
$4,820.00
BitcoinWatched address
0.42 BTC$27,300.00
4 of 7 accounts · synced 2h ago
01The foundation
Scattered accounts.
One exact figure.
Supported brokerages read-only; banks, cards, loans and cash entered manually; a Bitcoin address — reconciled across currencies, exact to the cent. That is where Zuren starts, not where it stops.
Brokerage$92,410.00
High-yield savings$18,250.00
Everyday checking$4,820.00
Bitcoin0.42 BTC
Savings (EUR)€6,000.00
Credit card−$1,285.00
Net worth
$128,430
7 accounts · 3 currencies · one exact figure
02Where you stand
Every number, and how old it is.
Net worth One exact figure, across everything you own and owe.
$128,430
+$8,120 (6.7%) past 12 months
Accounts Connected, manual and watched — with the age of every number.
BrokerageSynced 2h ago
$92,410.00
High-yield savingsUpdated yesterday
$18,250.00
Everyday checkingUpdated yesterday
$4,820.00
BitcoinFrom chain, 1h ago
0.42 BTC$27,300.00
Savings (EUR)Updated 6d ago
€6,000.00$6,510.00
Investments Allocation across everything, not just one brokerage.
- Public markets54.7%
- Cash & deposits27.0%
- Digital assets18.3%
What changed The movements worth your attention, explained.
NVDA gained $1,240 (+5.9%) this week
Why you're seeing thisThe position moved from $20,940 to $22,180 — most of this week's change.
Savings (EUR) fell 1.1% in USD terms
Why you're seeing thisThe balance didn't move — the EUR/USD rate did.
03What changed
A tracker shows numbers. Zuren shows movements.
Every sync is compared against the last one. To be flagged at all, a change has to clear both a percentage band and a floor scaled to your net worth — so ordinary drift stays quiet, and what surfaces is ranked with the most consequential first.
What changed
NVDA is now 24.0% of your portfolio
Why you're seeing thisYour largest holding's share rose from 21.6% to 24.0% over 30 days.
NVDA gained $1,240 (+5.9%) this week
Why you're seeing thisThe position moved from $20,940 to $22,180 — most of this week's change.
Savings (EUR) fell 1.1% in USD terms
Why you're seeing thisThe balance didn't move — the EUR/USD rate did.
04Behind a change
Understanding, built on verified numbers.
Zuren shows the figures behind every change it surfaces — what moved, what contributed to it where that can be determined, and how sure it is.
One change, in full
What changed
NVDA is now 24.0% of your portfolio
Up from 21.6% thirty days ago.
What moved it
+$1,240 from price
You held the same 62 shares on both dates, so none of it was buying.
Why Zuren surfaced it
Your largest position grew more concentrated
Everyday drift stays quiet. This move was large enough, against a size Zuren scales to your net worth, to be worth telling you about.
How sure Zuren is
High confidence
Both readings came from your connected brokerage, hours old — nothing estimated.
When your holdings do change, Zuren says the split isn't available rather than estimating it.
See how Zuren knows
- Compared
- Jul 17 → Aug 16
- Source
- Brokerage · synced 2h ago
- From price
- +$1,240
- From buying or selling
- $0
Risk toleranceBalancedInvestment horizonOver 15 years
In your context: public markets is 55% of your assets — a concentrated position relative to the balanced profile you set. Concentration tends to amplify whatever that class does next, in both directions.
Weekly brief
Net worth rose $1,920 (1.5%) to $128,430.
NVDA gained $1,240 — most of this week's movement.
Savings (EUR) fell 1.1% in USD terms as the exchange rate moved.
No other material changes this week.
05Investments
Your portfolio, understood — not just listed.
Holdings sync daily from your connected brokerage, read-only — allocated across everything you own, with a flag when one position starts to dominate.
Holdings
VTITotal market ETF$30,69033.2%
NVDANVIDIA$22,18024.0%
AAPLApple$15,94017.2%
BNDBond ETF$12,84013.9%
—Cash & sweep$10,76011.6%
Allocation
- Public markets54.7%
- Cash & deposits27.0%
- Digital assets18.3%
NVDA is now 24.0% of your portfolio
Concentration like this is exactly what What changed flags — with the numbers behind it, so you can decide whether it is a problem.
06The details
Small things, done exactly.
a
Three currencies, one figure
Everything converts with daily ECB reference rates — and the original is always shown next to the conversion.
€6,000.00 EUR$6,510.00
0.42 BTC watched address$27,300.00
b
Freshness you can see
Every number tells you how old it is — fresh, aging or stale — so you know which parts of the picture to trust today.
Brokerage Synced 2h ago
Savings (EUR) Updated 6d ago
Credit card Updated 12d ago
c
Payments, before they arrive
Loans and mortgages carry their repayment schedules, so the next payment is never a surprise.
Auto loan Sep 1$385.00
Auto loan Oct 1$385.00
d
Yours to keep
Download a portfolio export or clear manual accounts. Connected accounts and retained records have separate controls. And try a sample portfolio first, right in your browser — no sign-up.
Security & privacy
Serious about the boring parts.
Zuren holds financial data, so it does not ask for blind trust. These are not slogans — each one is a control in the code.
Read-only, permanently
Zuren can see balances and holdings — it cannot place a trade or move money. There is no code path that could, and an automated test fails the build if one ever appears.
Your brokerage passwords stay with the provider
Brokerage sign-in happens on the provider's own pages. Your credentials are never typed into, seen by, or stored on Zuren.
Your rows are yours
The database itself refuses to return another user's data, even if application code had a bug — and a test fails the build if any table ever ships without that protection.
Cards stay with Stripe
Checkout happens entirely on Stripe's hosted pages. Zuren stores your subscription status — never a card number.
Your data controls
Download a portfolio export and clear manual accounts from the dashboard. Connected accounts remain until handled separately. Contact support for account closure; legal, billing and audit retention may apply.
No software is perfectly secure, and this page won't pretend otherwise. Read exactly what Zuren does — and doesn't do — on the security page.
Pricing
One plan. A private beta.
No tiers, no seats, no upsells — and a real trial before any charge.
Zuren
Private beta
- Where you stand — multi-currency net worth, exact to the cent
- Your sources — supported brokerages read-only; banks, cards and loans entered manually; CSV and a watched Bitcoin address
- What changed — ranked, with the rule and thresholds behind each flag
- Why it moved — price separated from holdings, balance from exchange rate
- What it means for you — changes framed against the answers you set
- What's coming — repayment schedules, and a weekly brief
- Your data — portfolio export, manual account deletion, and support for account closure
14 days free for eligible accounts. View current pricing before you start.
Billed by Stripe — the exact amount is always shown before you confirm. Full pricing details
Know your money.
Know what's next.
Private beta · Current pricing and trial details before checkout