Net worth is everything you have: your portfolios and cash accounts together. Open Net worth → Dashboard.
What's included
- Portfolios — at current market prices. Custom assets — at the price you entered.
- Cash accounts — at their current balance.
The dashboard shows your total net worth, its breakdown by asset class, how it changes over time, and your passive income: dividends and coupons per year and per month, plus how much of your expenses they cover.
How often it updates
There's no fixed schedule. Portfolio value changes along with market prices during the trading day. Account balances change as soon as you add or import transactions.
A sudden jump on the chart
It's usually one of three things:
- a large deposit or withdrawal;
- a new portfolio or account added with a past date;
- a price change in a large position, including a custom asset.
Check the transactions for that date in the portfolio's "Trades" tab or in the cash account's transactions.
Not tracking a budget?
You can enter cash for the dashboard manually, without transactions. Use "Enter values manually" and enter your cash, income, expenses, and investments. To go back to the calculated values, click "Use calculated values".