Overview

See where you stand in one view

Paiso adds up your cash, investments, property and debt, then shows your net worth and how it changes over time.

Dashboard

A dashboard you arrange yourself

The dashboard opens with the numbers you care about. You choose the widgets and the order.

  • Add, remove and reorder widgets
  • Net worth, cash flow and investment widgets side by side
  • Works on your laptop and on your phone
Dashboard
Sample data

Net Worth

$351,597

Income (September 2026)

$10,550

Expenses (September 2026)

$5,486

Investments

$150,812

+$47,050 (+45.3%) on cost basis

Asset Mix

$723,232Total
  • Cash4.5% $32,421
  • Brokerage14.2% $102,686
  • Roth IRA6.7% $48,125
  • Property74.7% $540,000

Top Expenses (September 2026)

Savings Rate

48%

You kept $5,064 of $10,550 in September 2026.

Recent Transactions

  • Elm Street PharmacySep 27-$111.05
  • Metro Transit PassSep 27-$51.10
  • Noodle HouseSep 26-$79.35
  • Tesla SuperchargerSep 24-$59.15
  • CostcoSep 24-$88.78
  • Maple Home GoodsSep 20-$123.37

Card order: Asset Mix, Top Expenses (September 2026), Savings Rate, Recent Transactions

Try it: Hover over a slice of the chart or a bar to see its detail.

Portfolio

Your net worth, trended over time

The portfolio page lists every account by type and charts your total net worth.

  • Cash, investments, property and other assets in one list
  • Credit cards, loans and mortgages counted against them
  • A net worth trend you can read at a glance
Portfolio
Sample data

Net Worth Trend

$351,597+$20,070 (+6.06%)

Net Worth

$351,597

Total Assets

$723,232

Total Liabilities

$371,636

Investment Gain/Loss

+$47,050

On $150,812 with cost basis $103,761

Asset Breakdown

$723,232Total
  • Cash4.5% $32,421
  • Brokerage14.2% $102,686
  • Roth IRA6.7% $48,125
  • Property74.7% $540,000

Fee Analysis

Weighted expense ratio
0.033%
Annual fees
$38
Cost over 10 yrs
$691
Expense ratio known for $113,515 of $150,81275%

Individual stocks (AAPL, MSFT, COST, JNJ) carry no fund fee. The 10-year cost is the growth given up to fees, assuming 7% a year. An illustration, not a forecast.

Assets & Debts

Cash
$32,421
Investments
$150,812
Property
$540,000
Mortgage
$371,200
Credit cards
$436
Net worth
$351,597

Accounts

Cash & Bank Accounts

$32,421
  • Joint CheckingChecking$8,420.55
  • Emergency SavingsSavings$24,000.00

Investments

$150,812
  • BrokerageBrokerage$102,686.29
  • Roth IRARoth IRA$48,125.30

Credit Cards

$436
  • Rewards CardCredit card$435.52

Loans

$371,200
  • Home MortgageMortgage$371,200.00

Property

$540,000
  • HomePrimary residence$540,000.00
Try it: Change the period, and hover over the trend to read your net worth on any week.

Investments

Track stocks, ETFs, mutual funds, property and other assets alongside everything else.

Budgeting

Know what you earn, what you spend and what you keep, month by month.

Get startedSee pricing