Net Worth

Your net worth is your total assets minus your total liabilities. The Net Worth page shows a chart of your net worth over time, so you can track how your financial position changes month to month.

When you add an asset, you choose from several distinct asset types, each with its own fields tailored to that category:

• Real Estate— Property value, mortgage details, and optional purchase price and date.
• Vehicle— A car, motorcycle, or other vehicle tracked at its current value.
• Stock Option/RSU— Vesting schedules, strike prices, and current valuations for employer equity.
• Cryptocurrency— Holdings by coin, valued with an on-demand price update.
• General Asset— Collectibles or any other asset with a custom value.

If you have synced investment accounts, your portfolio holdings update automatically with daily prices. You can also add manual holdings for accounts that aren't connected.

Synced credit cards and loans appear as liabilities. Their balances update automatically when your accounts sync, giving you an accurate picture of what you owe.

The Net Worth section is organised into two tabs:

• Overview— A summary of your net worth with a historical chart, plus your assets and liabilities.
• Holdings— Your investment portfolio with current prices and performance.

Within the Overview tab, a segmented selector lets you switch the view between Net Worth, Assets, and Credit/Loans, so you can focus on everything you own, just your assets, or just your liabilities without leaving the tab.

Learn how net worth data feeds into your Insights & Reports for deeper analysis.