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Net worth

Your net worth

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Assets $0

Liabilities $0

Asset allocation

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Loan payoff

Balance

Every asset. Every liability.

Assets

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Assets

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Future

Project your future net worth.

Your net worth in 5 years

$0

Years ahead 5

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Today —

Assets $0

Liabilities $0

Projections

Goals

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Active

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Savings Account

Name

Currency

Code

Current value My share % Valuation method Date added Last updated

Growth mode Growth % / year

Invested (cost basis)

Loan details

Original loan amount (same currency as amount above) Interest rate % / year EMI / monthly payment Tenure (months) Loan start date Repayment strategy

Remaining balance is Current value. Annuity projects paydown from EMI and interest for the remaining tenure. Lump sum keeps the balance (interest accrues until maturity) until you mark it paid.

Original / principal Growth mode Growth % / year

Use the Update tab to change these values quickly later.

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Name Type Liability Target amount Target date

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Settings

Currency

Base currency

Currency buttons on item form

Shown as quick picks (plus … for custom). Order follows the list below.

Projection

Inflation % / year

Used by accounts with growth mode “Match inflation” on the Future tab.

Exchange rates

1 unit of each currency in your base currency.

Archived accounts

Hidden from Worth / Balance / Update. Restore to bring them back.

Storage

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Storage: local

Appearance

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Data

Sample data replaces the current portfolio on this device. Clearing cannot be undone from here.

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