Aureli reports on your portfolio in two places: Overview, the portfolio's home page, for where you stand today, and Past for how you got there.
Overview — where you stand today
Overview opens when you select a portfolio. It leads with your net worth and how it has moved over the period you pick.
Headline
Your current net worth, the change over the selected period in both percentage and cash terms, and a chart of net worth across that window.
Assets, Debts and Accessible
Three cards under the chart, on the same comparison as the headline:
- Assets — total value of all holdings
- Debts — total liabilities
- Accessible — cash and liquid assets
Where it sits
A single bar showing how your gross assets split across asset classes (Equity, Property, Cash, etc.), with a row per class underneath.
Largest holdings
Your five biggest assets by value, each linking through to its detail page.
The side panel
Beside the main column, a rail surfaces what is worth a look right now — your next milestone and how far off it is, what moved over the period, anything that needs attention (a bank connection that has stopped refreshing, or a valuation that has gone stale), and recent transactions if the portfolio has them. Panels with nothing to say remove themselves, and the whole rail drops below the main column on narrower screens.
Past — historical performance
The Past page reads chronologically: the shape of your net worth over the window, then each step of it, then what moved it, then where its pace is heading. One range control drives every panel.
Headline
What was added over the window, the low and high it touched, and how many periods within the window were up.
Net worth chart
A line chart of net worth over the window, marked where any milestones were reached inside it.
Step-on-step bars
Each period in the window as its own bar (e.g. week-on-week or month-on-month, depending on the range), with the average and the best period called out.
What moved the number
Every asset class that moved over the window, plus one row for debt overall, netted in a Net effect footer.
Debt over the period
Each individual debt's balance over the window, shown as its own sparkline.
Mix drift
How each asset class's share of gross assets (before debts) drifted over the window — each row scaled to its own range so a small shift still reads.
Year by year
A table breaking down portfolio performance by calendar year, allowing you to spot long-term trends.
Milestones
A timeline of milestones reached within the window, closing on the open milestone (if any) with two projected paces — the whole window's pace and its more recent half's — so you can see how much the projection depends on which stretch of history you trust.
Choosing a period
Both pages have a period selector at the top. Available periods:
- Week
- Month
- 3 months
- 6 months
- Year to date
- Year
- All time
All charts and tables update when you change the period.
Looking ahead
For projections rather than history, use the Scenarios page — see Projecting your net worth with Scenarios.
When data is missing
If there are no valuations for the selected period, charts display a "No Data" message. Add valuations to your assets and debts — either manually or via bank connections — to populate the reports.
Was this article helpful?