Net Wealth Dashboard
Understand your money. Build your wealth.
Whether you’re investing your first $100 or managing a growing portfolio, eccuity brings your complete wealth picture together in one place. Start with your free Net Wealth Dashboard, then unlock investing tools, AI insights and expert support as your wealth grows.
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Where are you on your investing journey?
Open our live net wealth tracker demo.
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New to investing? Start with your full wealth picture - what you own, what you owe, your real net wealth.
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How it works
Take control of your wealth future
Understanding your finances is the foundation every good money decision is built on. Track everything you own, owe and spend, then dig into how each part is really performing. The deeper your understanding grows, the easier planning becomes, and the closer you move towards lasting financial wellbeing.
- 01InputAdd what you own, owe and spend.
- 02VisualiseYour whole wealth picture, for meaningful clarity.
- 03PlanChoose what you’re aiming for, and see the route.
- 04FlourishWatch it grow - and keep the momentum going.
Everything in one place
What you can track
Every account, asset and obligation you own - in one place, updating together. Four things go in; one honest number comes out.
Income
Every stream that pays you - not just the salary.
Salary
Side hustle
Freelance
Rental income
Dividends
Interest
Royalties
Passive income
Any frequency - weekly, fortnightly, monthly or annual.
Expenses
Where it actually goes, fixed and forgotten alike.
Rent & mortgage
Utilities
Groceries
Eating out
Subscriptions
Insurance
Transport
Gym
Pets
Clothing
Fixed and variable, tracked exactly the same way.
Assets
Cash, KiwiSaver, shares, property, business, valuables.
Cash & savings
Term deposits
KiwiSaver- Retirement accounts
Shares & ETFs- Investment funds
Bonds
Crypto
Primary home
Investment property
Holiday home / bach
Commercial property
Business interests- Private company shares
Vehicles
Art & collectibles- Jewellery
- Other valuables
Manual or synced - revalue whenever you like.
Liabilities
Secured, unsecured and business - the honest other half.
Mortgage- Home equity loan
Auto loan
Secured loan
Credit card
Personal loan
Student loan- Line of credit
Business loan- Business credit line
- Equipment financing
Commercial mortgage
Tax debt
Medical debt
Balance, rate and term - so the payoff date is real.
The outcome
Goals
The other four are inputs. This is the scoreboard.
$228,580
tracked across 3 active goals
- Total target
- $1,014,999
- Closest goal
- Emergency fund
Your goals
- Emergency fund67%
- Equity portfolio22%
- Mortgage free by 203844%
Our mission
A better wealth future, free for everyone, forever.
Our goal is to give everyone the tools, access and education to truly understand their current wealth picture. The better you understand your wealth, the more confidently you can wield it, planning further, aiming higher and building the future you actually want.
That’s why the Net Wealth Dashboard feature is free, for everyone, forever.
Planning changes the outcome
New Zealanders with a savings plan in place, compared with those without one.
With a planWithout
- Could cover an unexpected expense
- 82%24%
- Feel optimistic about their future
- 64%22%
- Free from pay-day-to-pay-day money worry
- 65%36%
Source: Te Ara Ahunga Ora Retirement Commission, Money Matters 2025. Comparison is between New Zealanders who have established an emergency fund and those who have not.
Ready to explore your intelligent investment platform?
You’ve worked hard for your money. It should be working just as hard for you.
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