Understanding the Overview

The Overview is your command center for wealth management. It provides a comprehensive snapshot of your entire portfolio at a glance, helping you make informed decisions about your investments.

What You'll See

Net Worth Summary

At the top, you'll find your total net worth calculation. This figure combines:

• Total Assets: The sum of all your investments, properties, cash, and other holdings
• Total Liabilities: Your outstanding debts, mortgages, and other obligations
• Net Worth: Assets minus liabilities — your true financial position

Portfolio Breakdown

Visual charts show how your wealth is distributed across different:

• Asset Types: Stocks, real estate, private equity, funds, bonds, crypto, and more
• Entities: Your holding companies, trusts, and personal holdings
• Currencies: Multi-currency exposure with automatic conversion to your base currency

Recent Activity

Stay informed about recent changes to your portfolio:

• New valuations and transactions recorded
• Assets added or updated
• Upcoming cashflow events

Performance Metrics

Track how your portfolio is performing over time:

• Month-over-month changes
• Year-to-date performance
• Historical trends

Why the Overview Matters

Instead of checking multiple spreadsheets or logging into various platforms, the Overview consolidates everything into one view. This helps you:

• Spot Trends: Quickly identify if your net worth is growing or declining
• Monitor Diversification: Ensure you're not over-concentrated in any single asset class
• Track Goals: See how close you are to your financial objectives
• Stay Informed: Get alerts about important portfolio events

Tips

• Check Regularly: A quick weekly review helps you stay on top of your finances
• Keep Data Current: The overview is only as accurate as your data — record transactions and valuations regularly
• Use the AI Assistant: Click the chat button to ask questions about your portfolio in natural language
• Explore Details: Click on any chart segment to drill down into specific assets or entities

Related Features

• Cashflow Analysis: Project your future cash position
• Analytics: View charts and track asset/liability values over time
• Documents: Store important files related to your investments