Getting Started
Learn the basics of MyMoneyViz and set up your account
Welcome to MyMoneyViz! This guide will help you get started with tracking your wealth and financial goals.
What is MyMoneyViz?
MyMoneyViz is a comprehensive wealth tracking platform that helps you:
- Track all your assets in one place (stocks, crypto, real estate, cash, and more)
- Monitor performance over time with detailed charts and analytics
- Set financial goals and track your progress toward them
- Understand your portfolio with breakdowns by asset type, currency, and more
Quick Start Guide
1. Create Your Account
Sign up using your email or connect with Google. Your data is encrypted and secure.
2. Add Your First Asset
After signing up, you'll be guided through adding your first assets. You can add:
- Stocks & ETFs - Search by ticker symbol
- Cryptocurrency - Bitcoin, Ethereum, and thousands more
- Real Estate - Properties with estimated values
- Cash & Savings - Bank accounts and savings
- Private Shares - Startup equity and private investments
3. Set a Financial Goal
Goals help you stay motivated. Set a target net worth and track your progress.