How net worth and charts are calculated

Your net worth is the sum of every non-archived holding across every account, converted to your base currency using current exchange rates.

• The dashboard chart plots net worth over time, using the value of your holdings on each historical date.
• The chart's scale automatically fits the visible time range, so small fluctuations remain readable even when your overall balance is large.
• Archived accounts and holdings are excluded from the current total but their historical contribution up to the archive date is preserved in the chart.

If a number looks off, check that every holding has an up-to-date price and that your base currency is set correctly.