Charts & Analytics

Visualize your wealth with interactive trend lines, allocation breakdowns, and monthly change analysis.

Insights at a Glance

Track your net worth over time with multi-period trend charts (1M, 3M, 6M, 1Y, 3Y, All)
Understand your asset allocation with clear pie chart breakdowns
Monitor monthly changes with bar charts showing growth or decline
Compare period performance with start/end values and percentage changes

Available Charts

1

Asset trend line

A line chart showing your total assets, bank assets, stock assets, and crypto over your selected time period. Toggle individual asset types on or off.

2

Allocation pie chart

See how your wealth is distributed across bank accounts, stocks, and crypto. Understand your diversification at a glance.

3

Monthly change bars

Bar chart showing month-over-month changes in total assets. Quickly spot growth trends or periods of decline.

4

Period comparison cards

Summary cards showing start value, end value, and period change (both amount and percentage) for your selected timeframe.

How Snapshots Work

Charts are powered by daily asset snapshots generated automatically by a scheduled Celery task. Each snapshot records your total asset value and the breakdown by type at that point in time, using the exchange rates of that day. This means your historical charts are accurate reflections of your past portfolio value, not retroactive calculations. Snapshots begin accumulating from the day you start using WalletMap, and the system requires at least two data points to render trend charts.

Ready to Take Control of Your Assets?

Start tracking your assets with complete privacy. Your data never leaves your Google Drive.