Understand what it adds up to
Review recorded assets and debts together, rather than adding up several spreadsheets.
Net worth dashboard
See your financial position, clearly.
Bring the assets you own and the debts you owe into one view, so you can understand the bigger picture.
Understand what it adds up to
Review recorded assets and debts together, rather than adding up several spreadsheets.
Keep the context close
See allocations and commitments alongside your overall figures, then return to the records behind them.
Recorded net worthA$10.3M
Your financial overview
What does the net worth dashboard feature do?
The dashboard brings together the figures recorded in your portfolio. It summarises your assets, liabilities and net worth, alongside allocations, recurring commitments, renewals and goals. You can arrange available dashboard cards around the information you want to see first.
Your financial position
The detail behind the view
See the connections behind net worth dashboard.
A savings balance, a super statement and a property valuation each tell part of the story. We included the dashboard to give those separate figures a shared home and make it easier to see how they relate to your overall position.
01Assets
02Liabilities
03Values
The dashboard brings together the figures recorded in your portfolio. It summarises your assets, liabilities and net worth, alongside allocations, recurring commitments, renewals and goals. You can arrange available dashboard cards around the information you want to see first.
Less searching. More understanding.
Useful in the moments that matter.
Bring the assets you own and the debts you owe into one view, so you can understand the bigger picture.
Keep the context close
See allocations and commitments alongside your overall figures, then return to the records behind them.
Make it your own
Arrange available cards to keep the most useful information near the top of your dashboard.
Ready to take control?
Start your financial journey today
Join Financial Portfolio and experience a simpler, more organised way to manage what matters most.
Net worth dashboardA closer look
How it works
Start simply. Build as you go.
You bring the information. Financial Portfolio gives it a structure you can come back to.
Add your people and entities, then record their assets and liabilities.
Enter values and outstanding balances using your own records.
Review your dashboard and update the underlying records when something changes.
Made for real life
Where this fits into your day.
For households, families and Australians keeping track of more than one account or folder.
A regular household check-in
Sit down with your partner and review the values you have recorded for your home, super and savings. Update what has changed before you read the totals.
Getting ready for a conversation
Bring a clearer starting point to a discussion with your broker or adviser. The dashboard helps you explain your recorded position without piecing it together on the spot.
Keep your records connected
Other features
Does the dashboard give me financial advice?
No. It organises your information and calculates summaries from your recorded values. It does not recommend investments or tell you what you should buy or sell.
Are all the values live?
No. Values are primarily maintained by you. Connected data is part of the Enriched plan in development and should not be confused with current manual records.
How do I calculate my net worth in Australia?
Add the value of assets you own, then subtract what you owe. Use values and balances from a similar date and check for duplicate records. Moneysmart explains the same assets-minus-liabilities method. Read ASIC Moneysmart net worth calculator.
What is the difference between a net worth calculator and a wealth tracker?
A calculator gives a point-in-time total from the numbers you enter. Financial Portfolio also keeps the underlying asset, debt, ownership and document records, so you can revisit and update the picture.
Which Australian assets can I include in my financial portfolio?
You can record categories such as property, superannuation, bank accounts, shares, businesses and vehicles. Enter values from your own records; the current dashboard does not fetch every balance automatically.
Start with what you have
Your whole financial picture starts with one place.
You do not need every detail on day one. Start with the records that matter most, then build a clearer picture at your own pace.