9:41
WORTH
Reading your
financial life…
Mapping 3 documents to your
unified portfolio.
Parsing 3 documents
Mapping to asset schema
Generating first insight
WORTH
Total net worth
£0
6 assets · 3 files · updated just now
+£43K vs last quarter
Private Equity44%
Public Equities18%
Angel / Startup16%
Real Estate14%
Cash8%
Assets
Fund LP commitments
Private Equity · 3 funds
£820K
illiquid
Public equities
Brokerage · 12 holdings
£420K
liquid
Angel book
5 companies · cost basis
£380K
illiquid
Primary residence
Real Estate · London
£325K
illiquid
PE carry (unvested)
Private Equity · locked
£210K
locked
Cash & savings
3 accounts
£185K
liquid
WORTH
First insight
Based on your portfolio —
You're concentrated
in private markets.
£1.03Mprivate equity
44%of net worth
£605Kliquid today
Your LP commitments and carry total £1.03M — nearly half your wealth. Your liquid buffer (equities + cash) is £605K, a relatively thin runway against that concentration.

Worth reviewing your capital-call schedule before new commitments.
David's WORTH
£2,340,000 · 6 assets
Welcome, David. You're worth £2,340,000 across 6 assets.

Your portfolio skews private — 44% in LP commitments and carry. Your liquid buffer is £605K. Worth knowing before your next capital call.
WORTH · now
Option A · Number + Pie + Insight → Chat