Everything you own and owe, connected
Assets, debts, goals, and AI insights — one always-current picture.
Track All Assets
Manage stocks, crypto, commodities, deposits, and other custom assets with real-time updates.
Custom Assets
Add unique assets to match your portfolio, whether it's collectibles, private investments, or anything else.
Emergency Fund Management
Track your emergency fund across cash, commodities, currencies, or custom asset classes.
Liabilities Overview
Monitor mortgages, debts, and other liabilities alongside your assets to get the full financial picture.
Real-Time Net Worth
Your net worth updates dynamically based on your assets, liabilities, and budgeting.
AI Portfolio Analysis
Get monthly or on-demand AI-driven insights after meaningful changes to your portfolio.
Savings & Goal Tracking
Define financial goals and track your progress, powered by live portfolio and budget data.
From scattered accounts to one number
Add what you own
Stocks, crypto, deposits, commodities, real estate, custom assets — each with its own details.
Add what you owe
Mortgages, loans, and cards sit next to your assets, so the picture is honest.
Let the data flow
Crypto refreshes every 15 minutes; stocks, commodities, and currencies daily — net worth updates itself.
Ask the AI
Monthly or on-demand portfolio analysis, plus your data available in Claude or ChatGPT via the connector.
What one dashboard changes
One number, always current
Assets minus liabilities, refreshed automatically — no spreadsheet night required.
Net worth +1.7% this monthSpot the driver
See which asset class moved your net worth, not just that it moved.
Crypto +4.1% · Stocks −0.8%Track a goal to the date
Savings goals project their finish date from your real top-ups and returns.
House deposit: 74% · Aug 2027Run the numbers yourself
No account needed — the same math the app uses, open to everyone.
Frequently asked questions
Quick answers to the questions people ask most before getting started.
What financial data can I add and track in the Selfinance dashboard?
You can add and track a variety of financial data including emergency fund items like currencies, deposits, commodities, and others. Assets such as stocks, cryptocurrencies, deposits, commodities, real estate, private equity, and custom assets can be managed. Debts including mortgages, loans, credit cards, and other liabilities are also supported.
How often is my financial data updated on the dashboard?
Your financial data updates automatically — crypto prices every 15 minutes; stocks, commodities, and currencies daily. When you open the dashboard, you see the most recent snapshot from the last update.
Can I customize asset and liability categories to better reflect my portfolio?
Predefined categories allow users to track all types of assets and liabilities. You can further customize them by adding detailed information such as price per unit, invested amount, compound interest rate, and more.
How is net worth calculated and updated in the dashboard?
Net worth is calculated based on your assets, savings, and emergency fund, then decreased by liabilities. It refreshes on the same schedule as the rest of your portfolio — crypto every 15 minutes, other market data daily.
Does the AI analyze my portfolio and provide insights?
Yes — through the AI connector. Connect Claude or ChatGPT to Selfinance (included on every plan) and ask for a monthly review, budget insights, or a payday plan; every answer is grounded in your live dashboard data. You opt in by connecting, and you can disconnect anytime — by default, no data is shared with any AI.
Can I set and track savings goals within the dashboard?
Exactly, users can define savings goals and monitor their progress. They can also run simulations to see when their goal will be reached based on declared monthly top-ups.