Using My Wealth Live
My Wealth LIVE adds connected financial services to the application. The subscription makes it easier to find assets, pre-fills certain information, and refreshes on demand the market data used in your wealth file.
File management remains local: you continue to create, edit, and view your wealth without entrusting the .mywealth document to a remote service.
1. What the subscription provides
| Category | Available services |
|---|---|
| Shares, ETFs, and funds | Search by name or symbol, pre-filled market and currency, and refresh of available price and yield |
| Cryptocurrencies | Catalogue search, token identification, illustration, and price refresh in the selected currency |
| REITs | Company and REIT search, share price, withdrawal value, and available distribution rate |
| Precious metals | Coin and bar search, pre-filled metal, format, weight, and purity, followed by a price-per-gram refresh |
| Currencies | Retrieval of the exchange rates required to convert the wealth file |
The information offered depends on the item and available data. You can always check it or enter it manually.
2. Adding an asset more quickly
- Select New asset and the family, such as Cryptocurrencies or Stocks and funds.
- Use the LIVE search in the dialogue.
- Choose the result that exactly matches the security, market, or symbol you want.
- Check the pre-filled information, especially the currency and identifier, then enter your quantity.
- Apply the asset.
Two instruments with similar names may be traded on different markets and in different currencies. Check this information before confirming.
Here are examples of searches in the My Wealth LIVE catalogues:
3. Refreshing wealth data
- Save the wealth file before a major refresh.
- Select Refresh prices.
- The progress display shows the item in progress and the number processed.
- When it finishes, read the summary: it distinguishes updated values from skipped items or errors.
- Return to Situation and check the effect on the total and history.
This command can refresh security and cryptocurrency prices, available REIT data, precious-metal prices, and useful exchange rates in one operation. Only items with a compatible identifier are concerned.
A remote error does not replace an existing value with zero. If you cancel the operation, items already processed keep their result and the following items remain unchanged.
4. Converting currencies automatically
When a calculation needs a missing rate, My Wealth LIVE attempts to retrieve the conversion. The rate is then saved in the .mywealth file and can be viewed or corrected under Properties > Exchange rates.
If the service does not respond, My Wealth opens the manual-entry dialogue. The wealth file therefore remains usable even when remote data is temporarily unavailable.
5. Activating the licence
Open the My Wealth LIVE offer from the welcome screen or Settings, select Activate my licence, then enter your key in the dialogue. If you cannot find it, use the help link beside the field. LIVE features become available immediately after activation.
6. If the service is unavailable
Open the asset that was not updated and check its identifier, symbol, market, and currency. An asset entered entirely by hand without a LIVE identifier remains manual; this is not an error.
You can continue to view the wealth file, edit values, and enter information manually. Connected-service unavailability does not block My Wealth's local features.
7. Distinguishing Live rates from statistical references
Rates retrieved with Live are used for portfolio conversions. WID rankings use a USD reference and nine fixed ECB rates, separate from portfolio prices. Viewing these rankings in the ten covered currencies requires no subscription. The AI model catalogue also remains accessible without Live.