Your assets represent everything you own that has monetary value. Allio organizes your assets into clear categories to help you understand your complete financial picture.
How to view your assets
In the Allio app, navigate to Dashboard > Net Worth > Assets to see your complete asset breakdown with real-time values and performance tracking.
Cash accounts:
Checking accounts
Savings accounts
Investments:
Allio portfolios
Brokerage accounts (i.e. Schwab, SoFi)
Retirement accounts (i.e. 401k, IRA, and Roth IRA)
Assets with loans:
Homes
Vehicles
Other assets:
Cash
Gold
Collectibles
Other