Products
© Fiskil 2026. All rights reserved.
Wealth Management
Net Worth Calculation
Net worth tracking requires aggregating assets and liabilities across all accounts. Fiskil automates net worth calculation by aggregating financial accounts and tracking balances over time.
People don't know their true net worth because assets and liabilities are scattered across many institutions.
Assets spread across 10+ accounts and institutions
No single source of truth for total net worth
Manual spreadsheet tracking is tedious and outdated
Difficult to track net worth changes over time
Can't see impact of financial decisions on wealth
Aggregate all assets and liabilities to calculate net worth automatically with historical tracking.
Aggregate bank accounts, investments, superannuation, property, and other assets.
Track mortgages, loans, credit cards, and other liabilities.
Calculate current net worth in real-time as account balances change.
Track net worth changes over time to monitor wealth growth.
Add automated net worth calculation to your wealth management platform.
User connects all bank accounts, investment accounts, loans, and credit cards.
API aggregates all account balances to calculate total assets and liabilities.
System calculates net worth (assets minus liabilities) automatically.
Monitor net worth changes with historical charts and growth metrics.
Track cash, investments, super, property values, and other assets.
Monitor all debts including mortgages, loans, credit cards, and BNPL.
Visualize net worth changes over time with trend analysis.
See how net worth is distributed across asset classes.
Set and track net worth milestones (first $100k, $500k, $1M, etc.).
Model impact of major financial decisions on future net worth.
A finance app provides automated net worth tracking for wealth-conscious users.
Result: Users with net worth tracking grow wealth 2.5x faster by monitoring progress toward goals.
A wealth platform uses net worth tracking to demonstrate value to clients.
Result: Client retention improved by 35% with visual demonstration of wealth growth over time.
A family office dashboard tracks net worth across complex asset structures.
Result: Automated tracking saved $80k annually in manual wealth reporting costs.
GET /net-worth/currentGET /net-worth/historyGET /net-worth/breakdownPOST /net-worth/calculateTotal assets
Total liabilities
Net worth
Asset breakdown
Historical net worth
Growth rate
OAuth 2.0 / CDR consent
Yes
Bank accounts, investments, superannuation, and any manually added assets (property, vehicles, etc.).
Yes, loans, mortgages, and credit card balances from connected accounts are automatically tracked.
Yes, users can manually add property, vehicles, collectibles, and other assets.
Net worth updates automatically as account balances refresh, typically in real-time.
Yes, multiple users can contribute accounts to track combined household net worth.
Historical tracking begins from when accounts are connected, with up to 7 years of backfill available.
Yes, when super fund is CDR-enabled, super balances are included in net worth.
Fintech
Enable users to connect and view all their bank accounts in one place. Fiskil's account aggregation API provides real-time access to accounts, balances, and transactions from 100+ Australian banks.
Personal Finance
Assess overall financial wellness with holistic health scores. Analyze income, expenses, savings, debt, and financial behaviors to generate actionable wellness insights.
Wealth Management
Aggregate investments, bank accounts, and assets into one unified portfolio view. Provide clients with complete wealth visibility across all institutions.
Join hundreds of companies using Fiskil to power their wealth management applications. Get started today with our developer-friendly API.
Products
© Fiskil 2026. All rights reserved.