What the dashboard shows
1
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 & valuables 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.
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 & valuables: real estate and other assets.
Customizing the dashboard
You can add Goals and Budgets widgets to the dashboard through customization. See the goals and budgets pages for details.Stale price warnings
When market prices have not refreshed recently, the overview shows a subtle note next to your net-worth figure (for example, “Some prices may be up to N days old”). The market value is still calculated using the last known price. Per-position quote badges appear on the Investments holdings list. To learn what each warning means and what to do, see quotes and asset valuation.Related pages
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.