Net Worth & Performance
The Net Worth & Performance reports give you a clear picture of where you stand today and how you have got here. Unlike the forecast, which looks ahead, these reports are grounded in your actual asset values and transaction history.
Today — Net Worth History
Section titled “Today — Net Worth History”The Today report shows your historical net worth — the combined value of all your assets converted to your base currency — and how it has changed over time. It is displayed as three cards:
- Net Worth History — a line chart of your total net worth over approximately the past year. Tap any point on the chart to pin a date and see the exact value.
- What Changed — insight cards showing the gain or loss over selectable intervals (1 week, 1 month, 3 months, 1 year, and all time). Each card shows the absolute change and the percentage move.
- By Asset Type — a breakdown of your current net worth by asset class (cash, investment, property, etc.), showing each type’s share of the total.
Net Worth Report
Section titled “Net Worth Report”The Net Worth custom report gives you a flexible view of your asset values over time. Unlike the Today report — which shows recent history — you choose the date range and grouping (by asset type or individual asset) to suit your analysis.
Portfolio
Section titled “Portfolio”The Portfolio report shows the current composition of your investment holdings — which securities you hold, in what quantities, and at what value.
The donut chart displays each holding as a segment, with the total portfolio value shown in the centre. Tap any segment to see the number of shares or units held for that position.
For each holding you can see:
- Current market value
- Quantity held
- Average cost basis
- Unrealised gain or loss
- Weight within the overall portfolio
Investment Summary
Section titled “Investment Summary”Individual assets show their own performance history: opening balance, closing balance, and the transactions that drove the change. For investment assets, this includes the return rate achieved compared to the rate assumed in your forecast.
Customising your view
Section titled “Customising your view”Reports can be added to your dashboard as favourites, making them available as tabs for quick access. See Report Builder for how to configure and save custom reports.