> ## Documentation Index
> Fetch the complete documentation index at: https://docs.guito.pt/llms.txt
> Use this file to discover all available pages before exploring further.

# Net worth overview

> The main dashboard: total net worth, evolution and breakdown.

The **Overview** page is the main dashboard in guito, at the top of the sidebar (`/overview`). It brings together everything guito tracks — accounts, investments, property and credits — into a single net-worth figure and shows how that figure evolves over time.

## What the dashboard shows

<CardGroup cols={2}>
  <Card title="Net worth" icon="https://mintcdn.com/guito/qyCDktPAmiF08sQd/icons/scale.svg?fit=max&auto=format&n=qyCDktPAmiF08sQd&q=85&s=c7d5798fb5da6c97cd55109d4de1276a" width="24" height="24" data-path="icons/scale.svg">
    The sum of all your assets minus your liabilities. It is the headline figure at the top of the page. On the Plus plan, if you have credits recorded, the label above the figure opens a menu to show **Total assets** or **Total liabilities** instead, and the chart follows. On the Free plan, with credits recorded, the label shows a crown: click it and guito explains what Plus adds and, if you haven't tried Plus yet, offers **Try 14 days free**.
  </Card>

  <Card title="Breakdown by category" icon="https://mintcdn.com/guito/Z2-mKthyIORVPFl5/icons/chart-pie.svg?fit=max&auto=format&n=Z2-mKthyIORVPFl5&q=85&s=059b1c52bb39dffd8a5195f4cedbba40" width="24" height="24" data-path="icons/chart-pie.svg">
    Your net worth split across **Banking**, **Investments**, **Property & valuables** and **Credits**, so you can see where the value comes from.
  </Card>

  <Card title="Evolution chart" icon="https://mintcdn.com/guito/Z2-mKthyIORVPFl5/icons/chart-line.svg?fit=max&auto=format&n=Z2-mKthyIORVPFl5&q=85&s=cf550edb08c858b12e2d7f0b5d18ee20" width="24" height="24" data-path="icons/chart-line.svg">
    The history of your net worth over time, in a single colour, with the highest and lowest value in the period, so you can follow the trend.
  </Card>

  <Card title="Top investments" icon="https://mintcdn.com/guito/Z2-mKthyIORVPFl5/icons/layers.svg?fit=max&auto=format&n=Z2-mKthyIORVPFl5&q=85&s=8907ca1f8620b36146dce2a27a6d01b0" width="24" height="24" data-path="icons/layers.svg">
    Your largest investment positions.
  </Card>
</CardGroup>

## Customise Home in the mobile app

Open **Profile → Settings → Customise Home** to choose the metric and sections you want to see. You can show or hide **Emergency fund**, **Goals**, **Budgets**, **Accounts**, **Investments**, **Activity**, and **Spending by category**. Under **Show on Home**, drag each section’s handle to choose its position, including the emergency fund. **Restore automatic order** returns to the order that prioritises sections with data. These choices are saved on this device; hiding a section does not delete its data.

**Total assets** and **Total liabilities** are available when your plan includes loans and you have recorded debt, including credit cards. The selection changes both the main value and the chart. The same screen includes **Hide amounts** to enable privacy mode.

## How the chart groups your net worth

The evolution chart groups values into three asset categories, with credits on a separate line:

* **Banking**: bank balances and cash in your accounts.
* **Investments**: stocks, ETFs, funds, bonds, crypto, savings certificates (Certificados de Aforro) and your investments without automatic pricing (P2P lending, business stakes, money you lent to someone), across all portfolios.
* **Property & valuables**: real estate and other assets.
* **Credits**: what you owe (mortgage, personal loans, credit cards), subtracted from your net worth.

To understand how each value and the history are calculated, see [how we calculate balances and net worth](/en/concepts/how-balances-work).

<Note>
  On the Free plan the chart history is limited to 6 months: longer periods are marked as Plus. See [plans and pricing](/en/account/plans-and-pricing).
</Note>

## Choosing the period and reading the chart

You choose the period once, with the buttons on the net worth card (**1M**, **3M**, **6M**, **YTD**, **1Y** and **All**), and it applies to the whole dashboard. The **Investments** widget uses the same chart as the [Investments](/en/features/investments#reading-the-chart) page, with its **Invested** line, and shows the active period, for example "1 year".

The net worth chart uses a single colour. Unlike an investment, your net worth has no cost to compare against, and its rises and falls include what you saved or spent, not just what you gained or lost. For the same reason, in the mobile app the change over the period is shown in euros only, without a percentage. Account charts and the assets total follow the same rule.

A dotted stretch marks days when part of the value is an estimate, because some investment prices are more than 5 days old. See [estimated values in charts](/en/concepts/quotes-and-pricing#estimated-values-in-charts).

## Customising the dashboard

Use the **Edit** button above the sections to choose which ones appear and drag each one into the order you want; on a large screen you can also drag a section's side edge to make it wider. **Done** saves the layout.

The **Goals** and **Budgets** sections have a settings icon for choosing which entries they show. See the [Goals](/en/features/goals) and [Budgets](/en/features/budgets) pages for details.

## Stale price warnings

When market prices have not been updated recently, the dashboard shows a subtle note next to your net-worth figure (for example, "Some prices may be up to N days old"). The market value is still calculated using the last known price. Per-position warnings appear in the holdings list on [Investments](/en/features/investments). To learn what each warning means and what to do, see [quotes and asset valuation](/en/concepts/quotes-and-pricing).

## Related pages

<CardGroup cols={2}>
  <Card title="Bank sync" icon="https://mintcdn.com/guito/Z2-mKthyIORVPFl5/icons/cable.svg?fit=max&auto=format&n=Z2-mKthyIORVPFl5&q=85&s=2399c861dd1227ca95e22d6c16cbe093" href="/en/features/bank-sync" width="24" height="24" data-path="icons/cable.svg">
    Connect your accounts via open banking to feed the Banking category.
  </Card>

  <Card title="Investments" icon="https://mintcdn.com/guito/Z2-mKthyIORVPFl5/icons/sprout.svg?fit=max&auto=format&n=Z2-mKthyIORVPFl5&q=85&s=6c5def6ea2f5124143b6b3e4ae91176c" href="/en/features/investments" width="24" height="24" data-path="icons/sprout.svg">
    Track stocks, funds and Certificados de Aforro across your portfolios.
  </Card>

  <Card title="Goals" icon="https://mintcdn.com/guito/Z2-mKthyIORVPFl5/icons/target.svg?fit=max&auto=format&n=Z2-mKthyIORVPFl5&q=85&s=27d59478da70df0202926b1d54bd15e9" href="/en/features/goals" width="24" height="24" data-path="icons/target.svg">
    Your goals appear as a widget on the dashboard.
  </Card>

  <Card title="Budgets" icon="https://mintcdn.com/guito/qyCDktPAmiF08sQd/icons/gauge.svg?fit=max&auto=format&n=qyCDktPAmiF08sQd&q=85&s=bbc9fd1caad46615fed5e5d5ad39cc35" href="/en/features/budgets" width="24" height="24" data-path="icons/gauge.svg">
    Your budgets appear as a widget on the dashboard.
  </Card>

  <Card title="Transactions" icon="https://mintcdn.com/guito/Z2-mKthyIORVPFl5/icons/orbit.svg?fit=max&auto=format&n=Z2-mKthyIORVPFl5&q=85&s=15024db7279b8e04c679a37ef479014b" href="/en/features/transactions" width="24" height="24" data-path="icons/orbit.svg">
    See the transactions that update your account balances.
  </Card>

  <Card title="How balances work" icon="https://mintcdn.com/guito/qyCDktPAmiF08sQd/icons/scale.svg?fit=max&auto=format&n=qyCDktPAmiF08sQd&q=85&s=c7d5798fb5da6c97cd55109d4de1276a" href="/en/concepts/how-balances-work" width="24" height="24" data-path="icons/scale.svg">
    The logic behind balances, valuations and total net worth.
  </Card>

  <Card title="Quotes and valuation" icon="https://mintcdn.com/guito/Z2-mKthyIORVPFl5/icons/chart-line.svg?fit=max&auto=format&n=Z2-mKthyIORVPFl5&q=85&s=cf550edb08c858b12e2d7f0b5d18ee20" href="/en/concepts/quotes-and-pricing" width="24" height="24" data-path="icons/chart-line.svg">
    Where quotes come from and what the warnings on positions mean.
  </Card>
</CardGroup>


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