Consolidated net worth·CHF·EUR·USD
What you are worth, after the mortgage.
One page for every account you hold — brokerage, pension, cash, funds, and the property you still owe money on. Reported in the currency you think in, and broken down until you can see the single asset that moved.
No card. Your own address, holding your figures only.
investable accounts + property − mortgages = net worth. Converted at 1 EUR = 0.9347 CHF, 1 USD = 0.8103 CHF.
What am I worth?
Most tools stop at the portfolio. This one keeps going until the mortgage has been subtracted.
Banks, brokers, pension providers and cash accounts sit under one total. Filter to one account and every chart, table and figure on the page follows it.
2nd pillar and pillar 3a are holdings like any other — counted in your net worth and in your allocation, not parked in a footnote.
One line per property, each carrying its own mortgage. A second tranche on the same flat is a line of its own. What counts is the equity: value less what is still owed.
Switch the reporting currency and every line converts — nothing is re-entered, and holdings keep their native currency underneath.
What am I holding?
Four ways of cutting the same total — and one that tells you how far you have drifted from the mix you chose.
Cash, equities, ETFs and private equity, each with its own share of the total and its own line in the table.
Where the money sits, and what it is denominated in — look-through, not by account label, so a USD ETF held in Zurich counts as USD.
Your real regional weights, read through funds and ETFs rather than stopping at the line of the fund itself.
Set the mix you want to hold. The bars show what you actually hold against it, and by how many points you are over or under.
How has it done?
Performance you can follow from the total down to the one line that moved it.
Relative or absolute change between any two dates, per security — so a flat quarter at the top can still be read line by line.
Every position is kept as it stood. Snapshots are records, not overwrites: editing today never rewrites what last year looked like.
Historical valuation of the whole portfolio, profit and loss over the period, and the position differences between any two snapshots.
The day's movement as area and colour, and the same map over any range in your history — by value change or by percentage.
Where the figures come from
Live where it matters, entered once where it does not, and never further from your browser than it has to be.
Pull today's quotes and ECB reference rates whenever you want, or leave them to refresh twice each business day. A ticker that will not return can be typed in by hand.
Drop in a Compte de portefeuille PDF. You see every difference — added, updated, closed — and approve each one before anything is written. The file is read in your browser and never uploaded.
Stories filed against the tickers you actually own, so the feed shrinks as your portfolio narrows instead of growing.
Your dashboard runs at your own subdomain, holding only your figures, reachable only after you sign in.
Open an account
Your dashboard, on your own address.
Registering builds you a private instance at your own subdomain. It starts empty — you add your accounts, or import a Swissquote statement, and the figures are yours alone.
- 1 Name and email
- 2 Passkey or password
- 3 Your address is provisioned
- 4 Sign in