Net worth report
Assets, liabilities and the movement between two dates, with attribution.
SummaryAssets by classLiabilitiesChange attributionHistory
Reports
Reports
Generated from the same calculations the screens use, so a report and the app can never disagree.
Available reports
Portfolio report
Holdings, allocation, cost basis and unrealised gain across every account.
SummaryHoldingsAllocationConcentrationActivity
Cash flow report
Income, spending, investing and the surplus, month by month.
SummaryIncomeSpending by categoryInvestingMonthly detail
Expense report
Every expense grouped by category and merchant, with recurring charges separated.
SummaryBy categoryBy merchantRecurringFlagged items
Goal progress report
Each goal with progress, projection and the contribution required to stay on plan.
SummaryGoal detailProjectionsContribution gap
Monthly financial summary
One page covering net worth, cash flow, portfolio and what changed.
Headline figuresWhat changedSpendingGoalsInsights
Annual financial summary
The full year: wealth trajectory, savings rate, portfolio result and goal movement.
Year in numbersNet worthCash flowPortfolioGoals
Reports open in a print-ready view. Use your browser’s print dialog and choose “Save as PDF” for a PDF copy — no server round trip, so your figures never leave the device.