Use case net worth

Did you ever wonder what your actual net worth might be? To keep an overview is not always easy as values of stocks and other assets might be volatile in unexpected ways. An once setup dashboard can support you with an interactive visualisation of all your assets at a glance, keeping you up to date. You only have to check in for an update and add occasional changes.

Collecting the data is the first step, but connecting the dots is what makes the magic work.

Total net worth

Real estate

860,000 €

Stocks and Securities

472,000 €

Debts

- 384,000 €

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Net Worth Total

The used dataset is set up with fictitious values to show an example of the net worth of an individual over time.

The overview of the net worth values can be converted by only one click into any currency. If you collect all your personal financial data once, then you can interactively explore the growth of your net worth over your lifetime. Play with the dashboards below and automatically display the conversion of all asset values into all available currencies.

Slide 1 - Net worth main overview dashboard
enjoy the total overview of all your property which build your net worth, differentiate all your total assets and liabilities, recalculate in any chosen currency

Slide 2 - Net worth in percentages overview dashboard
differentiate all your assets by values in percent

Slide 3 - Net worth over time
watch your net worth grow or decline over a specific time period

Slide 4 - Bank accounts overview
watch your balances on all your bank accounts in various currencies and also recalculated over a specific time period

Slide 5 - Assets overview
watch the value of your assets, like cars or other tangible items in various currencies and also recalculated over a specific time period

Slide 6 - Loans overview I
watch the value of your loans, like mortgages in total, interest and repayments in various currencies and also recalculated over a specific time period

Slide 7 - Loans overview II
watch the value of your loans, like mortgages in total, interest and repayments in various currencies and also recalculated over a specific time period

Slide 8 - Real estate overview
get an overview for the changes in value of your real estate investments in various currencies and also recalculated over a specific time period

Slide 9 - Metals overview
watch the values of your precious metals investments in various currencies and also recalculated over a specific time period

Slide 10 - Crypto investments overview I
watch the values of your crypto investments in various currencies and also recalculated over a specific time period

Slide 11 - Crypto investments overview II
watch the values of your crypto investments in various currencies and also recalculated over a specific time period

Slide 12 - Crypto investments overview III
watch the values of your crypto investments in various currencies and also recalculated over a specific time period, and be able to recalculate all your assets into any crypto currency

Fiat Currencies

The dataset is provided by the ECB the European Central Bank, updated on a daily basis (Source: Data from https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/index.en.html)

Once an overview of all FIAT assets is created, all can be converted into any fiat currency with just one click. Explore the interactive dashboard below and automatically display the conversion of all FIAT assets when new data is added, saving time for future analysis overviews.

Slide 1 - ECB Exchange Rates overview dashboard
compare as many FIAT currencies as you like in a graphical overview dashboard for any desired time period (1999 - 2023)

Metal Values

Once an overview of all metal assets is created, all can be converted into any fiat currency with just one click. Explore the interactive dashboard below and automatically display the conversion of all metal assets when new data is added, saving time for future analysis overviews.

Slide 1 - Metal values main overview dashboard
differentiate your desired metal asset values in a graphical overview dashboard for any desired time period (1999 - 2023)

Slide 2 - Metal values by any FIAT currency overview dashboard
differentiate your desired metal asset values in a graphical overview dashboard for any desired time period (1999 - 2023) by any FIAT currency

Slide 3 - KPIs for Metal values by any FIAT currency dashboard
visualize the main KPIs for your chosen metal assets in a graphical dashboard for any desired time period (1999 - 2023) by any FIAT currency

Project Options

You can choose only a one-time setup, or you can add monthly updates of your data.

$2.000

One-time setup

Get your net worth data or parts of it set up in a Power BI dashboard

Get the major net worth data template

With up to 3 minor adaptions

Setup in your own Power BI environment

Purchase

$500

/mo

Monthly updates

Ensure monthly updates to always have your data up to date

One-time setup is a pre-requisite

Monthly data update

Technical support via email

Purchase