Net Worth

Track your net worth over time across every account — cash, investments, credit cards, loans.

How it works

Your accounts already have balances and balance history. The plugin computes net worth from those — assets minus liabilities — and charts it over whatever window you pick. No extra setup.

What you'll see

• Trend chart - Net worth over the last month, quarter, year, or all-time
• Period change - How much you're up or down over the selected window, in dollars and percent
• Top movers - Which accounts contributed or detracted the most
• Breakdown - Drill into assets and liabilities by account, or group by portfolio asset class (cash, investments, retirement, credit, loans)

Getting started

Connect or manually add your accounts. The plugin reads balance snapshots from your accounts — if you sync through an integration or set balances manually, history accrues automatically. Switch the time range or the breakdown mode from the top of the view.