Workflow Guide
M
Workflow Guide
Net Worth Tracking
How to Connect M1 for Net Worth Tracking
Aggregate account balances across banks, brokerages, exchanges, and wallets into a single net worth timeline.
Implementation steps
- 1
Connect all major account types — banks, brokerages, exchanges, and wallets.
- 2
Verify that balances are current and accounts are grouped correctly by household.
- 3
Review the daily net worth snapshot timeline and track changes over weeks and months.
Required evidence
- Cross-account balance aggregation
- Daily net worth snapshots
- Multi-provider portfolio composition
M1-specific considerations
- Track M1 balances and performance in one unified dashboard.
- Compare M1 portfolio movement against other account types.
- See M1 allocation in the context of total net worth.