Insights
See exactly how your wealth is moving
Insights answers a simple question: how did my net worth change, and what drove it? Attribution, period comparisons, and allocation shifts — grounded in your real numbers.
Net worth change
+$24,100
Past 12 months
What drove it
Compared to
Best performing asset
Property
74% of total growth this year
Illustrative preview — your real attribution builds from your tracked data.
Your history becomes legible
A net worth number on its own is a snapshot. Insights turns your history into a story: what grew, what shrank, which assets did the heavy lifting, and how your allocation is shifting as your wealth evolves.
Everything in Insights is built from your tracked data. The longer you track, the richer the picture becomes.
Understand change over time
Net worth trend
A growing chart of your position over weeks, months, and years. Progress becomes visible and measurable — not guesswork.
Growth attribution
See which asset class drove your net worth change. Was it property equity? KiwiSaver contributions? Investment returns? Now you know.
Period comparisons
Compare your position vs 3 months, 6 months, or 1 year ago. Spot whether you are accelerating, steady, or slowing down.
Allocation breakdown
Understand how your wealth is split across property, investments, KiwiSaver, and cash — and how that mix is shifting over time.
Property equity over time
Track capital gain and equity buildup month by month. See the real return on your home as a wealth-building asset.
Asset class history
Individual growth history for each asset type — not just total net worth. Know which parts of your portfolio are doing the work.
Allocation today
Allocation shift (12 months)
Net worth
$1,247,400
+12.4% this year
Illustrative preview — your real allocation view builds from your actual accounts.
12 months
of history
WealthWise builds a rolling record from the moment you start tracking. The longer you use it, the richer your trend data.
5 asset
class breakdowns
Property, KiwiSaver, investments, cash, and vehicles — each with its own growth history, not just lumped into a total.
3 period
comparisons
Compare your position vs 3 months, 6 months, or 1 year ago. See whether your momentum is building or slowing.
See your wealth with clarity
Join the waitlist for early access. Start tracking today — insights deepen as your history grows.