Track your investments
Keep an eye on your assets, update their value, and see their weight in your wealth.
Your investments are part of your wealth, just like your home or your savings. By tracking them in Noryo, you see their value evolve, measure their weight in the whole, and keep a complete view of your situation.
Wealth tracking, including your investments, is part of the Ultra offer. Find the details on the Subscription screen of the app.
Which investments to track
You can track any asset whose value you know: a securities portfolio, shares, an investment wrapper, a long-term investment. The idea is not to track every movement but to have a reliable overall value.
- Your portfolios and securities accounts
- Your investment wrappers and contracts
- Your shares and holdings
- Any long term investment you want to include in your wealth
| Element | Automatic | To do yourself |
|---|---|---|
| Balance of a bank account | — | |
| Value of an investment portfolio | — | |
| Estimated appreciation | — | |
| Net worth calculation | — |
Update the value
The value of an investment changes over time. Instead of tracking daily fluctuations, update the value when you receive a statement or at a regular frequency that suits you. Your net worth is recalculated immediately.
A monthly or quarterly update is more than enough to track a trend. No need to chase every market variation.
Open your investment
Select the investment in your wealth.
Enter the new value
Copy the amount shown on your latest statement.
Adjust the appreciation if needed
Revise your annual assumption in light of reality.
See the impact
Your net worth and your projections update.
Estimated appreciation
For each investment, you can indicate an estimated annual appreciation: the percentage of increase (or decrease) you anticipate over a year. This assumption is only used to project a possible trajectory for your wealth.
The estimated appreciation reflects your anticipation, not a guaranteed return. The resulting projections are estimates, in no way investment advice.
The concepts to know
- Current value
- The amount your investment is worth today, which you copy from your statement.
- Estimated appreciation
- Your assumption of annual change, used only for the projection.
- Diversification
- How your wealth is spread across several families, tracked by your Noryo Score.
Diversification and wealth
By classifying your investments by category, you can see at a glance their weight in your wealth. This distribution also feeds the Diversification dimension of your Noryo Score, a useful benchmark to avoid concentrating everything in one place.
Frequently asked questions
Does Noryo connect to my broker?
The value of an investment is entered and updated by hand. This lets you decide the cadence and the amounts taken into account.
Do I need to track every line of my portfolio?
No. An overall value per investment is enough to track your wealth and your trends.
Is a drop in value taken into account?
Yes. A value revised downward reduces your net worth, exactly as a rise increases it.
See how your investments feed your projections.