MyFinances - Key Features

MyFinances Summary

Welcome to MyAssets, the one and only assets management tool designed for you. 

MyFinances Dashboard shows you a summarized version of your finances from Cash & Banking, Traditional Investments, Other Investments, Cryptocurrencies, and Insurance.

MyFinances dashboard collects data highlights from each of your finances, which helps you track and view the distribution of your financial assets, from liquid assets, to liabilities and investments.

To access MyFinances Dashboard, click the icon found on the left side of your screen. It’s the third button on the menu and will take you to the page below:

This page shows an overview of all your financial assets, liabilities, and total net worth, providing you with a visual representation of all your finances.

MyFinances Dashboard Features 

Data Overview of Finances

MyFinances Dashboard provides you with an overview of the total number of your financial assets, liabilities and net value. This is the first section you will see in MyFinances Dashboard. 

Net Worth 

The distribution of financial assets and liabilities can be quickly seen in the Net Worth section, which is shown in a colour-coded bar graph that differentiates each type of financial asset (i.e. cash & banking, traditional investment, cryptocurrencies, etc.) and its net worth. 

Cash & Banking

Determining the allocation of your financial assets, particularly cash on hand and money in the bank is shown in the Cash & Banking section. This is divided into two pie charts, one for assets and another for liabilities – both indicate the value and percentage of cash & bank. 

Traditional Investments

Tracking your investments can be done quickly in the Traditional Investments section. This provides you with a line chart which you can customize over a certain period of time. Click the arrow down located at the upper right section and select the period of time to see the upward or downward trend of investments based on the period you selected, from 7 days to up to 1 year.days, month/s, or year/s selected.

Cryptocurrencies

MyFinances Dashboard also displays information about your cryptocurrencies, specifically cryptocurrencies specifically the number of coins, invested value and the invested value. This allows you to see the net worth invested in cryptocurrencies and their liabilities. 

Other Investments

Getting an overview of your other investments can be viewed in the Other Investments section. This provides you with information about the current value, your purchase cost, and how much you have gained or lost from this investment. 

Insurances

The Insurances section shows a collection of insurance you have invested from each Insurance Company and provides you information to take note of such as the Policy Name/Number, the type of insurance, how much you are paying per insurance and its end date. Keeping this information allows you to see your insurance liabilities.