In short
The Overview is your morning picture of wealth and household cash flow: total wealth, day change, the mix of cash, stocks and Bitcoin, a 30-day wealth trend and, if your budget is active, This month.
With investment data
- Total wealth and Day (the day change). Day is the valuation at current prices in your base currency, without Actuals cash and without illiquid assets.
- If the move is big enough, up to three tickers follow. These are the positions that carried this figure (same direction), ordered by euro contribution. Tap a ticker to open the position. On a phone two appear; small days show no names.
- Bitcoin share, the mix and the split. It starts as Categories (by listing market). Categories · Holdings opens a donut of the largest weights.
- Wealth change (This month · Last month) explains how your net worth moved.
With an active budget
This month shows income, spending, net, year to date and plan pace.
No investments yet
If there's already household activity but no positions, the Overview shows the household picture: monthly figures, optionally Ready to assign with linked cash, and shortcuts to Actuals and Budget. A line at the bottom invites you to log your first trade.
More tools
- Explain next to a figure shows how it's made up. It's included in every plan and isn't an AI feature.
- Download family snapshot saves a one-page PDF.
With App focus under Profile you can hide sections, for example to show only Budget or only Portfolio.
In the app
- Overview
You’ll find these areas in Westara after signing in.
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Related articles
- Why isn't the change in wealth just prices plus cash? Because securities settlements and new lots would otherwise look like price gains. That's why Wealth change on the Overview separates several parts.
- What does 'Explain' next to a number do? Explain shows how a number is made up: tap the small Explain next to a figure, and a side sheet opens with the formula, its parts and the rows behind it. Explain is included in every plan, including Free, and isn't an AI feature.
- What is app focus, and how do I change it? App focus decides how much of the menu and Overview you see: Full app, Budget or Portfolio. It's available on every plan and is set per person.