Net worth
Holdings, accounts and debts in one figure.
Crypto and investment tracking next to your everyday budget
Monnex lets you add crypto, investments, property and business to your wealth next to everyday accounts, so one figure shows everything you own minus your debts. Crypto uses the day’s price, updated once a day, on Free and live prices on Premium. Other holdings keep the value you set and its date.
Updated
Holdings
How crypto and investments are valued
You add a holding with its name, quantity and currency. For crypto, Monnex looks up the market price; for shares, funds, property or a business you enter the value yourself and its date. The holding then counts in your wealth together with accounts and debts.
- Crypto: the day’s price on Free, updated once a day; live prices on Premium.
- Other holdings: your valuation and the date you set it.
- Monnex does not trade and does not connect to exchanges or brokers: you enter what you hold.
Facts
Holdings in brief
- Crypto prices: the day’s price, updated once a day, on Free; live prices on Premium.
- Wealth (net worth) is assets minus debts: accounts and cash, savings, property, business, investments, crypto, debts you owe and money owed to you, with its composition and history.
- Premium now: “Why my wealth changed” and “Forecast”, live crypto prices and every further statement import.
Questions
Questions about crypto and investments
Does Monnex connect to my exchange or broker?
No. You enter the holding and its quantity; Monnex values it and adds it to your wealth. It does not trade and holds no assets.
How often is the crypto price updated?
On Free once a day, at the day’s price. Premium uses live prices.
Can I track shares or funds?
Yes, as investments at the value you set, with its date. Update the value when you want the figure to follow the market.
Can a goal be funded from investments?
Yes. A goal can use investments or other assets as its sources, and its progress follows their value.
Related
Related features
Multiple currencies
Holdings in dollars or euros next to hryvnias.
How to calculate your net worth
What to count and at what value.
Add your first holding
Crypto, a fund or a deposit — next to your everyday accounts.