All your wealth in one place.

11 portfolio types to centralize your entire wealth: savings, stocks, crypto, real estate, vehicles and more. Visualize your net worth and its evolution.

Screenshot of the wealth portfolio list in Elix

11 portfolio types

From checking accounts to real estate through crypto and life insurance, Elix covers all asset types. Each portfolio has features tailored to its nature.

Cash

Track your available money: current accounts, cash and emergency funds.

Savings

Savings accounts, term deposits — watch your savings grow over time.

Stocks

Brokerage accounts, ETFs — track your positions with real-time prices.

Cryptocurrencies

Bitcoin, Ethereum and altcoins — manage your crypto portfolio.

Real estate

Primary residence, rentals, REITs — estimate and track your property assets.

Retirement

Retirement accounts and pension plans — prepare for your future with confidence.

Life insurance

Fixed-income and unit-linked funds — manage your life insurance policies.

Vehicles

Cars, motorcycles, boats — track the value and costs of your vehicles.

Collectibles

Art, watches, wine — catalog and appraise your collections.

Business

Business shares, company treasury — include your professional assets.

Other assets

Everything that doesn't fit elsewhere: loans, receivables, miscellaneous assets.

Charts and visualization

Track your wealth evolution with detailed charts. Performance curves, allocation by asset type and net worth history.

Identify trends, measure your progress and make informed decisions with clear and interactive visualizations.

  • Visualize your wealth allocation by asset type.
  • Identify imbalances and optimize your allocation.
  • Compare your actual allocation to your target allocation.
  • Interactive charts to explore your wealth in detail.
Screenshot of wealth evolution charts in Elix
Screenshot of asset allocation in Elix

Allocation and distribution

Visualize your wealth distribution by asset class. Identify imbalances and optimize your allocation to reach your goals.

Compare your current allocation with your targets and adjust your investments accordingly.

  • Project your wealth evolution over 5, 10 or 20 years.
  • Simulate different savings and investment scenarios.
  • Estimate when you'll reach your financial goals.

Net worth and global wealth

Automatically calculate your net worth by summing all assets and subtracting debts. An essential metric to measure your financial health.

Track your net worth evolution over time and set realistic growth goals.

Net worth

Track your net worth evolution with regular snapshots.

Evolution

Visualize your wealth progression month over month on charts.

Goals

Set wealth milestones and measure your progress toward them.

Frequently asked questions

Elix fetches stock, ETF and crypto prices via financial APIs. Prices are updated regularly to reflect the current value of your positions.

Yes, the 'Real Estate' type offers advanced features: gross and net rental yields, monthly cashflow, renovation tracking, valuation projections and debt-to-value ratio.

Net worth = total assets (wallets + bank accounts) - total liabilities (loans). You can configure which items to include.

Elix offers comprehensive wealth tracking similar to Finary, but goes further by also including budget management, routines, calendar, tasks and notes — all in one modular platform.

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