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The Overview page is the main dashboard in guito. It brings together everything guito tracks — accounts, investments, property and credits — into a single net-worth figure and shows how that figure evolves over time. This page helps you read each part of the dashboard.

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What the dashboard shows

1

Total net worth

The sum of all your assets minus your liabilities. It is the headline figure at the top of the page.
2

Breakdown by category

Your net worth split across Accounts, Investments, Property and Credits, so you can see where the value comes from.
3

Evolution chart

The history of your net worth over time, so you can follow the trend.
4

Top holdings

Your largest investment positions.
All values update automatically when you add transactions or valuations.

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How the chart groups your net worth

The evolution chart groups values into three categories:
  • Accounts: bank balances and cash in your accounts.
  • Investments: stocks, funds and Certificados de Aforro (across all portfolios).
  • Property: real estate and other assets.
The Emergency fund is shown separately and sums Accounts plus Certificados de Aforro.
To understand how each value and the history are calculated, see how we calculate balances and net worth.

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Customizing the dashboard

You can add Goals and Budgets widgets to the dashboard through customization. See the goals and budgets pages for details.

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Warnings on top holdings

A position in your top holdings may show a quote warning, in yellow (“Delisted”) or red (“No quotes”). In both cases, the market value is still calculated using the last known price. To learn what each warning means and what to do, see quotes and asset valuation.

Bank sync

Connect your accounts via open banking to feed the Accounts category.

Investments

Track stocks, funds and Certificados de Aforro across your portfolios.

Goals

Add goals widgets to your dashboard.

Budgets

Add budgets widgets to your dashboard.

Transactions

See the transactions that update your account balances.

How balances work

The logic behind balances, valuations and total net worth.

Quotes and valuation

Where quotes come from and what the warnings on positions mean.