In the app · Sample data

Net worth

Everything you own and owe in one place: payout and bank accounts, cash, stocks, ETFs and crypto, minus your debts. In USD or CAD.

These are screenshots of the real Net worth page, filled with sample data. Every account, amount and buy is made up. Net worth is open to invited beta users; join the waitlist for early access. View only, not financial advice.

Screen 01

Your whole net worth at a glance

What you own minus what you owe, with your prop payouts after fees right beside it, and a breakdown of where your money sits.

  • Totals in USD or CAD, using the Bank of Canada rate or your own
  • Where it sits: payout accounts, banks, stocks, ETFs, crypto and cash
  • Prop firm account balances are not counted until they are paid out to you
Net worth overviewSample data
Sample data: Net worth overview
Screen 02

Stocks, ETFs and crypto at today’s price

Add a symbol and how many you own. The latest market price is filled in each time you open the page, so your value and gain or loss stay current.

  • Stock and ETF prices from Yahoo Finance, crypto from CoinGecko
  • Canadian listings like VFV priced in CAD
  • Gain or loss in dollars and percent against your average price paid
Stocks, ETFs and cryptoSample data
Sample data: Stocks, ETFs and crypto
Screen 03

Your average price paid, worked out for you

Log each buy. Add more by how many you bought or by the amount you spent, and the units and your new average are calculated for you.

  • 10 at $210, 3 at $215, 1 at $200 and 3 at $250 makes 17 at an average of $217.35
  • Spend $1,000 at $332.89 and you get 3.004 shares
  • Fractions down to 8 decimals, for crypto
Add more, by amount spentSample data
Sample data: Add more, by amount spent
Screen 04

Cash, accounts and debts

Type what sits in Rise, Wise, your bank or your wallet, and what you owe on cards and loans.

  • Each balance shows when you last updated it
  • CAD and USD side by side, converted for the total
  • Credit cards, loans and mortgages come off your net worth
What you own and what you oweSample data
Sample data: What you own and what you owe
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Join the waitlist. The beta is free.

What happens after you sign up

  1. We save your email and language. Nothing else.
  2. When the beta opens, we email you an invite.
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