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Track Your Full Net Worth: Stocks, Real Estate, Savings & Pension in One View

Go beyond stock tracking. Add real estate, savings accounts, and pension to see your complete net worth with multi-currency support and visual breakdowns.

6 min read
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Your Portfolio Is Not Your Net Worth

You track your stocks obsessively — every dip, every dividend, every daily change. But your stock portfolio is probably just one piece of your financial picture. You have a savings account. Maybe a pension. Perhaps real estate. These assets matter, and ignoring them gives you an incomplete view of where you actually stand.

trefolio's net worth tracking lets you add manual assets alongside your stock portfolio so you can see everything in one place — your true financial position.

What You Can Track

trefolio supports four categories of manual assets beyond your stock and ETF portfolio:

  • Real estate — your primary residence, rental properties, or REITs held outside a brokerage. Enter the current estimated value and trefolio includes it in your net worth.
  • Savings accounts — cash in bank accounts, high-yield savings, money market funds. Track multiple accounts across different banks and currencies.
  • Pension — employer pension, state pension entitlements, private retirement accounts. Even approximate values help complete the picture.
  • Other assets — anything else with monetary value: crypto held in cold storage, collectibles, loans you've made. Optional notes help you remember what each entry represents.

Multi-Currency Support

European investors often have assets in multiple currencies — a savings account in EUR, a property valued in GBP, a US stock portfolio in USD. trefolio converts everything to your base currency automatically using live exchange rates. Your net worth is always displayed in one number, one currency.

Net Worth Overview with Visual Breakdown

The Net Worth Overview card on your dashboard shows your total net worth as a single figure, with a donut chart breaking it down by category: stocks and ETFs, real estate, savings, pension, and other. At a glance, you see how diversified your total wealth is — not just your stock portfolio, but everything.

trefolio net worth overview

Step-by-Step: Adding Manual Assets

  1. From your dashboard, click Add Asset in the Net Worth section.
  2. Choose the asset type: real estate, savings, pension, or other.
  3. Enter the value and currency.
  4. Add optional notes (e.g., "Berlin apartment" or "Company pension fund").
  5. Save — the asset appears in your net worth breakdown immediately.

Why This Matters

If 80% of your net worth is in stocks and 20% in cash, that's a very different risk profile than 40% stocks, 30% real estate, and 30% pension. You can't manage what you can't measure. Net worth tracking gives you the full picture so you can make informed decisions about asset allocation, risk, and financial planning.

Get Started

See your full financial picture, not just your stock portfolio. Create a free trefolio account — no credit card required. The free Folio tier includes net worth tracking with up to 15 holdings and unlimited manual assets. Add your savings, real estate, and pension alongside your stocks and see where you truly stand.