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FinancialAha at a glance

Start adding assets with increased ease by selecting from FinancialAha's predefined list of assets.

Add new asset. Select an asset type from a predefined list of assets, enter a prefered name, its value, and your done.

Get into details. Use extra details for more precise money management and planning. Details are specific to each type of asset.

Keep your assets up to date. The market value of your assets evolves over time, coupons get paid, account values vary.

Track your assets. Track and analyse the evolution of your assets over time.

Quick or detailed
asset add

There's no need to know every detail when you start. Add assets as quick as name and value.

Name and value. Select an asset type from a predefined list of assets, enter a prefered name, its value, and your done.

More details. Use extra details for more precise money management and planning. Details are specific to each type of asset.

Quick add
many details

Adding new assets is as quick as typing just name and value. For increased precision and projections, custom details are available for each type of asset.

Learn how it works

Name

For increased precision and projections, custom details are available for each type of asset.

Current Value

For increased precision and projections, custom details are available for each type of asset.

Currency

For increased precision and projections, custom details are available for each type of asset.

Ownership

For increased precision and projections, custom details are available for each type of asset.

Yield

For increased precision and projections, custom details are available for each type of asset.

Maturity

For increased precision and projections, custom details are available for each type of asset.

Liquidable

For increased precision and projections, custom details are available for each type of asset.

Notes

For increased precision and projections, custom details are available for each type of asset.

Progress
log and tracking

Adding new assets is as quick as typing just name and value. For increased precision and projections, custom details are available for each type of asset.