Banking API — Wealth Management
Automated Net Worth Tracking and Calculation API
Calculate and track net worth automatically from aggregated financial accounts. Monitor wealth growth over time with automated asset and liability tracking.
The Challenge
People don't know their true net worth because assets and liabilities are scattered across many institutions.
The Solution
Aggregate all assets and liabilities to calculate net worth automatically with historical tracking.
Capabilities
How Fiskil Helps
Asset Aggregation
Aggregate bank accounts, investments, superannuation, property, and other assets.
Liability Tracking
Track mortgages, loans, credit cards, and other liabilities.
Real-Time Net Worth
Calculate current net worth in real-time as account balances change.
Historical Tracking
Track net worth changes over time to monitor wealth growth.
Implementation
How It Works
Connect All Accounts
User connects all bank accounts, investment accounts, loans, and credit cards.
Aggregate Balances
API aggregates all account balances to calculate total assets and liabilities.
Calculate Net Worth
System calculates net worth (assets minus liabilities) automatically.
Track Over Time
Monitor net worth changes with historical charts and growth metrics.
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FAQs
Related Use Cases
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