Track all your investments in a multi-asset portfolio

As wealth grows, investments often become scattered across several accounts, institutions and asset categories.

My Wealth brings property, savings, shares, ETFs, funds, REITs, cryptocurrencies, precious metals and other investments together in one application. If you currently track them in a spreadsheet, also discover My Wealth as an Excel alternative.

You gain an overall view of your wealth instead of maintaining several separate trackers.

Bring different asset classes together

My Wealth supports the main families used to build personal wealth:

property;
savings accounts;
shares, ETFs and funds;
REITs;
cryptocurrencies;
precious metals;
cash investments;
other assets.

Liabilities, including mortgages and personal loans, can also be included so the analysis is not limited to the gross value of investments.

Find every investment in one view

When several institutions are involved, knowing the total value of your wealth can become difficult.

My Wealth organizes assets by account, institution, custodian or owner, preserving their context and origin. Owner allocation is reflected in the relevant views, so one file can represent individual and shared ownership without duplicating assets.

Consolidate several currencies

Assets and liabilities can be recorded in their own currency while the wealth file uses one main currency for totals.

My Wealth uses available exchange rates to consolidate values and flags missing conversions. You retain each original amount while gaining a comparable portfolio-level view.

Move from gross value to net wealth

Adding assets is not always enough to understand your financial position. My Wealth distinguishes:

assets;
liabilities;
gross value;
net value;
performance;
income.

This makes it easier to understand what your wealth actually represents after debt. When a loan is linked to an asset, it can also be viewed in the context of the financed property, outstanding principal and evolution.

Follow evolution, not just a total

The document keeps valuation history so the current composition can be compared with earlier periods. Series can cover the whole wealth file or a selection of assets, liabilities or owners.

This timeline helps distinguish a one-off snapshot from a lasting trend without automatically confusing market movements, contributions and debt repayment.

Analyze your allocation

My Wealth provides analyses covering:

asset classes;
geographical allocation;
currencies;
institutions and custodians;
diversification;
concentration;
availability;
debt.

Concentration is evaluated across five complementary dimensions: asset, custodian, holding structure, country and currency. My Wealth identifies the main exposure in each dimension and derives an overall diversification score from positive gross values, without artificially reducing exposure through associated loans.

Availability groups assets by their estimated access horizon, from under 24 hours to more than one year. These analyses help clarify the structure of your wealth and identify significant concentrations.

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Track what your assets produce

Property, shares, funds and other investments may generate rent, dividends or interest. My Wealth links income to the assets that produce it, completing the portfolio view.

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Give your allocation a direction

Once your portfolio has been consolidated and analyzed, you can define goals for its value or allocation.

My Wealth supports wealth-value, allocation and passive-income goals, allowing you to compare your current position with the structure you want to reach gradually.

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