Wealth Management
PRIVATE WEALTH
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Wealth Management
PRIVATE WEALTH
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Dark
Light
CEO
Accountant
Region
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Shown in
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What you are worth today
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▲ {{ netWorthGrowthFmt }} {{ netWorthGrowthAmtFmt }} over the last 12 months
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Everything you own
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{{ holdingsCountFmt }} holdings — property, businesses, bank balances, valuables and vehicles
What you still owe
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Money in the bank
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Available across your bank accounts right now
How your wealth is spread
By type of asset — largest first
Nothing recorded in this region.
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Where it sits
By city, counting everything you own there
Nothing recorded in this region.
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Your net worth over the last 12 months
Everything you own, less everything you owe
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Your largest holdings
The six biggest single things you own
Nothing recorded in this region.
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What you still owe, and on what
Outstanding balances on financed assets
You owe nothing in this region — every asset here is owned outright.
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Consolidated Balance · SAR
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+ Add Bank Account
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{{ a.name }}
{{ a.type }} · {{ a.currency }}
{{ a.localFmt }}
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Upload Statement
{{ filteredCount }} of {{ totalPropertyCount }} properties
+ Add Property
New Property
Save Property
Cancel
Revenue
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Expenses
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Net (Annual)
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Value Change (YoY)
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{{ p.territory }} · {{ p.assetClass }}
{{ p.acquisitionType }} acquisition
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Current market value
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← Back to Real Estate
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{{ selProp.territory }} · {{ selProp.assetClass }} · {{ selProp.acquisitionType }}
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Value History
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Revalue
Value Appreciation (YoY)
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{{ v.year }}
Revaluation History
{{ r.dateFmt }} {{ r.prevFmt }} → {{ r.newFmt }} {{ r.pctFmt }} {{ r.source }}
Only one valuation on record — add another above to build a history.
Bank Transactions
Lines from your bank statements linked to this asset — {{ selProp.bankTx.countFmt }}
Received
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Paid out
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Net
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DateDescriptionAccountCategorySourceAmount
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No bank lines linked to this asset yet. Open a statement and pick this asset in the Asset column to link one.
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Cost center — no rental income. Annual expenses {{ selProp.expensesFmt }}.
Installment Schedule · Remaining {{ selProp.installmentRemainingFmt }}
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Income / Revenue Detail
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{{ e.amountFmt }} Remove
No revenue logged yet for this property.
Add Entry
Documents
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Uploaded {{ d.dateFmt }}
Remove
No documents uploaded yet — title deeds, contracts, insurance policies, etc.
+ Add Investment
New Investment
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{{ b.name }}
{{ b.territory }} · {{ b.ownershipFmt }} ownership
{{ b.perfFmt }}
View full detail →
Capital Invested
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Current Valuation
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{{ b.chevron }} Revalue
Save
Dividend History
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Bank Transactions {{ b.bankTx.countFmt }} · net {{ b.bankTx.netFmt }}
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{{ t.dateFmt }} {{ t.accountLabel }} {{ t.sourceLabel }}
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No bank lines linked yet — pick this asset in the Asset column on the Bank Statements screen.
← Back to Investments
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{{ selInv.ownershipFmt }} · {{ selInv.territory }}
Your stake is worth
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Capital you invested
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Cash returned to you
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{{ selInv.dpiPctFmt }} of your capital, back as dividends
Gain not yet taken
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{{ selInv.unrealPctFmt }} on the capital invested
Total value multiple
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Cash back plus what you still hold
What every riyal you invested is worth today
The mark is where you get your original capital back
Cash already returned — {{ selInv.dpiFmt }} Value still held — {{ selInv.rvpiFmt }}
1.00x — capital back
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Invested against worth today
Your capital and the current valuation of your stake
Invested
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Worth now
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Valuation history
{{ r.dateFmt }} {{ r.prevFmt }} → {{ r.newFmt }} {{ r.pctFmt }}
Only the current valuation is on record. Use Revalue on the Investments screen to start a history.
Dividends declared
What the business has paid you, by year
Latest yield
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{{ selInv.divOnCapitalFmt }} on capital
No dividends recorded for this holding yet.
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Total received to date {{ selInv.cumDivFmt }}
Bank transactions
Split into money you put in and money you took out
Net through the bank
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Capital payments {{ selInv.capPaidFmt }}
Money paid into the business · {{ selInv.capCountFmt }}
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{{ t.dateFmt }} {{ t.accountLabel }} {{ t.sourceLabel }}
− {{ t.amountFmt }}
No capital payments appear in the bank statements on file — the {{ selInv.capitalFmt }} was invested before this statement history begins. Tag a line "Capital Call" on the Bank Statements screen to record one here.
Revenue received {{ selInv.revRecdFmt }}
Dividends and distributions banked · {{ selInv.revCountFmt }}
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{{ t.dateFmt }} {{ t.accountLabel }} {{ t.sourceLabel }}
+ {{ t.amountFmt }}
No distributions traced to a bank line yet. Pick this holding in the Asset column on the Bank Statements screen to link one.
Costs and fees {{ selInv.costPaidFmt }}
{{ t.description }} {{ t.dateFmt }} · {{ t.tagLabel }}
− {{ t.amountFmt }}
Reconciliation
{{ selInv.reconNote }}
Open Bank Statements to match
+ Add Asset
New Other Asset
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{{ a.category }}
{{ a.valueFmt }}
{{ a.changeFmt }}
{{ a.chevron }}
Revaluation History
{{ r.dateFmt }} {{ r.prevFmt }} → {{ r.newFmt }} {{ r.pctFmt }} {{ r.source }}
Add Entry
Income / Revenue Detail
{{ e.description }} {{ e.dateFmt }}
{{ e.amountFmt }} Remove
No income logged for this asset.
Add
Bank Transactions {{ a.bankTx.countFmt }} · net {{ a.bankTx.netFmt }}
{{ t.description }}
{{ t.dateFmt }} {{ t.accountLabel }} {{ t.sourceLabel }}
{{ t.amountFmt }}
No bank lines linked yet — pick this asset in the Asset column on the Bank Statements screen.
+ Add Vehicle
New Vehicle
Save
Cancel
{{ a.name }}
{{ a.category }}
{{ a.valueFmt }}
{{ a.changeFmt }}
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Revaluation History
{{ r.dateFmt }} {{ r.prevFmt }} → {{ r.newFmt }} {{ r.pctFmt }} {{ r.source }}
Add Entry
Income / Revenue Detail
{{ e.description }} {{ e.dateFmt }}
{{ e.amountFmt }} Remove
No income logged for this asset.
Add
Bank Transactions {{ a.bankTx.countFmt }} · net {{ a.bankTx.netFmt }}
{{ t.description }}
{{ t.dateFmt }} {{ t.accountLabel }} {{ t.sourceLabel }}
{{ t.amountFmt }}
No bank lines linked yet — pick this asset in the Asset column on the Bank Statements screen.
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+ Insert Line
Upload Statement
DateDescriptionAsset TypeAssetCategoryEntityAmount Line
New statement line
Date
Description
Direction
Category
Amount SAR
Account
Cancel
Save Line
{{ t.dateFmt }} {{ t.description }} {{ t.entity }} {{ t.amountFmt }}
+
×
Remove
×
No lines for this account yet.
Save Budget
Planned Revenue
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Planned Expense
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Net Planned
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Revenue Grid
AssetAnnual {{ mn }}
{{ row.key }} {{ row.annualFmt }} Remove
+ Add Row
Expense Grid
AssetAnnual {{ mn }}
{{ row.key }} {{ row.annualFmt }} Remove
+ Add Row
1 SAR =
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Add Exchange Rate
Add Rate
To CurrencyEffective DateExchange Rate (per SAR)
{{ r.currency }} {{ r.effectiveDateFmt }} {{ r.rateFmt }} {{ r.statusLabel }}
Value of your investments
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Property, businesses, valuables and vehicles — your bank balances are not counted here
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They pay you each year
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Rent collected plus dividends declared
Return on what you hold
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Income as a share of what your investments are worth
They cost you each year
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Maintenance, service charges and running costs
How each part has moved
Each line is one part of the portfolio over the last 12 months, shown on its own scale
Nothing recorded in this region.
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{{ c.startFmt }}{{ c.endFmt }}
What each investment earns you
Yearly income, biggest earner first
No income-producing investments in this region.
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Latest change in value
Gains to the right of the line, falls to the left — from the most recent valuation of each asset
No revaluations recorded in this region.
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Your businesses — what you put in against what they are worth now
Grey bar: capital you invested  ·  Gold bar: today's valuation of your stake
No business holdings in this region.
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Invested
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Worth now
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What you kept over the last 12 months
{{ cfNet12Fmt }}
Money in {{ cfIn12Fmt }} Money out {{ cfOut12Fmt }}
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{{ x.amountFmt }}
{{ x.value }}
Money in and money out, month by month
Above the line is money received, below the line is money paid out
Money in Money out
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{{ m.downFmt }}
{{ m.label }}
Where the money comes from
Your yearly income by source
No income recorded in this region.
{{ c.label }} {{ c.valueFmt }} {{ c.pctFmt }}
{{ c.sub }}
Where the money goes
This month's spending, largest first
No spending recorded in this region.
{{ c.name }} {{ c.amountFmt }} {{ c.pct }}%
This month against the plan
The bar is what actually happened; the upright mark is where the plan sat
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Actual {{ x.actualFmt }} Plan {{ x.planFmt }}
Every transaction
Recorded by your accountant — filter to look something up
{{ filteredTxCount }} transactions
{{ t.dateFmt }} {{ t.description }} {{ t.sourceLabel }} {{ t.entity }} {{ t.amountFmt }}
Income you expect over the next 12 months
{{ planRevenueFmt }}
Payments due {{ planExpenseFmt }} Of which debt repayment {{ principal12Fmt }}
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Debt you will pay off
{{ principal12Fmt }}
{{ debtBeforeAfterFmt }}
Still in the bank a year from now
{{ cashAfterFmt }}
{{ cashOnHandFmt }} today, less the year's net outgoings
Month by month, for the next year
Income above the line, payments below. Gold marks a month carrying a scheduled installment.
Income expected Payments due
{{ m.upFmt }}
{{ m.downFmt }}
{{ m.label }}
{{ m.netFmt }}
Strongest month
{{ planBestFmt }}
Months with an installment
{{ planCommittedMonthsFmt }} of 12
Total to pay out
{{ planExpenseFmt }}
Cash cover
Money in the bank against what is due
Money in the bank {{ cashCoverCashFmt }}
Payments due, next 3 months {{ cashCoverNeedFmt }}
Average per month {{ cashCoverMonthlyFmt }}
{{ cashCoverMonthsFmt }} months of cover
Bar scaled against 24 months
What your payments are made of
Split of the {{ planExpenseFmt }} due over the year
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Money going out
Your recurring costs, then each committed payment by date
Nothing due in this region.
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Money coming in
Your monthly rent, then each dividend as it falls due
Nothing expected in this region.
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← Back
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Next
Choose what you'd like to record — one step at a time.
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→
Recent Entries
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Gulf National Bank — July Statement
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Upload Statement
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Bulk Link
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Link All Selected
Clear selection
Link This Entry
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Suggested Matches
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Or Choose Manually
Confirm Link
Select an entry from the statement to link it to a property, business, or account.
Add a Bank Account
Country and city decide which region and city this balance is reported under
Bank / account name *
Country *
City *
Account type
Currency
IBAN / account number
Opening balance *
In the account's own currency — it is converted to SAR for the reports
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Upload Bank Statement
Import a monthly statement for reconciliation
Bank Account
Statement File
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