Charts
Your whole portfolio, five ways. Every chart is built from the numbers you entered on the Assets and Liabilities pages. Hover or tap any mark for exact values, or switch a chart to a table.
By Asset Class
By Asset Type
What You Own
What You Owe
Gain or Loss on Each Holding
Current value minus what you put in. Gains run right, losses run left.
Net Worth History
One snapshot is saved for each day you open the dashboard. Nothing leaves this device.
Where This Could Be in the Years Ahead
Each class grows at the rate you set, loans run down on their real EMI schedule, and any monthly investment is added to equity. Change a number and the chart redraws.
Projected Net Worth
An illustration from fixed growth rates, not a forecast. Real returns go up and down from year to year.