Your year-end statement
At the end of the year, HyWorth turns the monthly balances you confirmed into documents you can keep. It builds them only from months you closed yourself, and estimates nothing.
The annual wealth report
How your family's net worth changed over the year, from the previous December's close, or your first closed month, to your last closed month. It shows the change month by month, with any month you did not close as a gap, and what part of the change came from exchange rates, where that can be measured. It is free, and needs at least two closed months in the year.
The year-end balances
Every account's balance at the year-end close, converted into one currency at the year-end rate. There are versions for Switzerland, the Netherlands, Spain and the United States. It comes with Pro.
The foreign-accounts list
For US citizens living outside the United States: each account held outside the country, with its highest month-end balance in the year, in US dollars at the US Treasury's rate, grouped by who owns it and by type of account. It comes with Pro, for the account's owner.
What each document shows
Each document shows the figures you confirmed, and nothing else. HyWorth gives no tax advice; an adviser can tell you what your own situation needs.
Start with this month's balances
HyWorth adds up every account, property and pension you have, in any of thirty currencies, converted with the rate shown. You then plan your life choices on that one number.
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