Dashboard & Analytics
The dashboard turns your snapshot history into an at-a-glance picture of your finances.
The three net-worth views
A single global toggle controls what you’re looking at:
| View | Shows |
|---|---|
| My Net Worth | Only accounts you own. |
| Shared Net Worth | Accounts shared into your household. |
| Combined | Everything you can see — your private accounts plus shared ones. |
This is one toggle, not three separate screens — flip it any time.
What’s on the dashboard
- Total net worth with the change versus the previous period.
- Sparklines — compact trend lines per metric.
- Top movers — the accounts that changed the most.
- Allocation — how your assets are distributed.
- Savings split — how much of your growth came from contributions vs. market movement (requires logging contributions and/or an income proxy).
- Insights — automatic callouts (e.g. unusual changes). You can dismiss an insight to hide it for a while.
How periods are calculated
Because you can record snapshots on any date, WorthSync normalizes to the snapshot closest to each period boundary when computing month-over-month and period-over-period changes. At year-end, the prior 12 months collapse into a single year-over-year trend point to keep long histories readable.
You don’t need to do anything for this — it’s automatic. It does mean a brand-new account with only one snapshot won’t show a delta until it has history.
Tips for better analytics
- Backfill a year or two of statements to get meaningful trends right away.
- Log contributions to separate saving from growth.
- Set an income proxy in settings if you want a savings-rate percentage.
- Keep archived accounts instead of deleting them so historical totals stay intact.
Some advanced analytics and the monthly recap email are part of the Household plan. See Plans & Billing.