Track your investments

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.

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

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.

Estimated appreciation

For each investment, you can indicate an <strong>estimated annual appreciation</strong>: the percentage of increase (or decrease) you anticipate over a year. This assumption is only used to project a possible trajectory for your wealth.

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.

Understand projections and scenariosSee how your investments feed your projections.