The Visuals
See What Visualising Your Wealth Could Look Like
(Keep checking back regularly, as we'll be updating The Visuals as we get closer to launch)
Tab Value & Underlying Breakdown
Each tab displays the tabs total value and the assets that contribute to this value.
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In the summary tab, the other tab values are displayed.
Net Worth, Asset, and Liability History
As you record your wealth each month, you'll be creating history.
Each tab has its own history chart for the relevant asset or liability.
The summary will display net worth history and the change in value of the underlying asset and liability tabs.
Portfolio Weighting
Each tab contains a range of pie charts and sunburst charts to display the current balance of your portfolio.
The summary tab display the breakdown across all tabs and provides you the option to set goals for your desired asset weightings.
Return on Investment, and Value History
We'll show you your assets purchase history, value history, and percentage gain/loss history
Portfolio Predictions
Interest predictor
Net worth predictor
Tab Specific Insights
Some insights are more important for specific assests than others. For example, we'll display:
- total return on investment
- return on invested capital
- total capital gain
- predicted future interest; and
- liquid net worth
all depending on the tab.
Summary and Ledger Tables
Summary and ledger tables will display your wealth integrated from connections or provided by manual input. You can do a mixture of both integrations and manual input to visualise your wealth in the charts.
RETIREMENT FUNDS
You can change your preferred currency to see how much you're worth in $AUD, $NZD, $USD, $CAD, €EUR, and £GBP. If you own cash in another currency or have assets valued in another currency the value will accurately fluctuate with the exchange rate.
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