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Fondee

Legacy
Go to Fondee
Overview
Total portfolio value83 950,00 Kč
Account label
Balance
Income+2 183,00 Kč
Expenses−121,00 Kč
Net+2 062,00 Kč
Value trend
Dec 2024Nov 2025

Recent transactions

Dividend tax16 Feb 2026−27,00 Kč
Trading16 Feb 2026+521,00 Kč
Fee14 Feb 2026−67,00 Kč
Dividend13 Feb 2026+183,00 Kč
Trading5 Feb 2026+1 296,00 Kč
Dividend tax16 Jan 2026−27,00 Kč
Dividend13 Jan 2026+183,00 Kč
Trusted access
2 of 4
ActualLegacy
AN
Alex Novákfrom Digital accounts
JK
Jana Krejčífrom Brokers

Permission levels

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KnowsKnows this document exists
Can viewCan open and read the document
Full infoGets all details and content

Actual vs. Legacy

Actual permissions apply right now, while you are active. Legacy permissions activate automatically if you stop responding to liveness checks — your vault is then unlocked and contacts gain access according to their legacy level. Inherited rows pick up their values from a parent folder or the vault; click any row to set an explicit override.