Net worth
What you are worth over time, what it is made of, how liquid it is, and how much of the change was the currency moving.
The headline report: Reports → Net worth.
Over time
Your total, bucketed by month or by day. Each point is the sum of every asset at its value on that date, converted into the wallet's base currency at that date's rate.
This matters more than it sounds. Using today's rate for every historical point would make your past move every time the euro does; using the rate of the day means a point from two years ago stays where it was.
What it is made of
The same total, cut three ways:
- By asset — which holdings account for it
- By asset group — your own organising idea, as a treemap
- By liquidity — liquid, semi-fixed and fixed
The liquidity cut answers the question a single number cannot: how much of this could you actually reach.
What changed, and why
The change over a period, decomposed per asset — what went up, what went down, and what was bought or sold. Alongside it, currency effect: the part of the change that was the exchange rate rather than anything you did. A portfolio flat in dollars in a year the dollar fell is not a portfolio that lost money, and separating the two is the only way to see that.
At a date
A single figure for one date, for when you want the number rather than the shape. Available in the API as networthAtDate.
Holdings
Crypto and securities get their own valuations: positions, quantities, and what they were worth over time, which is the detail behind whatever the portfolio's line is doing.