Net Worth API: Comprehensive Features

Features of the Net Worth API

The Net Worth API showcases a variety of detailed features across multiple financial sectors, as illustrated in the provided images. Each feature plays a crucial role in providing a holistic view of an individual’s financial status:

Asset Distribution Overview
  • Pie chart visualisation: A visual representation of asset allocation is displayed through a pie chart, showing the percentage distribution among different asset classes such as vehicles, stocks, and mutual funds. This helps in understanding the diversification of assets at a glance.
  • Asset class summary: Each asset class is summarised by its total value, providing clear insights into where the majority of the user's net worth is invested.


Bank Account Management
  • Total value display: The API provides a quick snapshot of the total value held in the user's bank accounts, offering an immediate overview of liquid assets.
  • Detailed account information: Each bank account can be individually examined, showing the account balance, account number, and IFSC code, which can be critical for transactions and account management.
  • Transaction history: There is an updated list of all recent transactions made through the account, including timestamps and amounts, allowing users to track their spending and deposits closely.


Investment Details
  • Mutual Funds and Stocks: Detailed information on holdings within mutual funds and stocks, including the number of units and current market value of each investment. This feature is essential for investors to monitor the performance and value of their investments.
  • Investment allocation: A breakdown of investments showing how many holdings are in each fund or stock, allowing users to assess their investment spread and make informed decisions based on current market values.


Vehicle Holdings
  • Vehicle information: The API provides current values and details for vehicles owned, which is part of the overall asset calculation. This includes the make, model, and registration details of each vehicle.


Comprehensive Net Worth Calculation
  • Total asset calculation: All assets are totaled to present a net worth figure, giving users a precise figure of their overall financial worth. This is particularly useful for financial planning, loan applications, or any financial assessment processes.

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