Workflow Guide
M
Workflow Guide
Net Worth Tracking
How to Connect Mos 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
Mos-specific considerations
- Monitor Mos balances, merchant-level spending, recurring bills, direct deposits, and transfer activity in one Clarity dashboard so you can review Mos with real trend lines, balances, and history instead of checking Mos in isolation or rebuilding the same context each week.
- Compare Mos with brokerage accounts, crypto balances, liabilities, and total net worth, which makes it easier to explain whether activity from Mos changed liquidity, diversification, or total net worth across your broader financial picture.