Why a map, not a pie chart
A pie chart stops being readable after five or six slices, and a bar with thirteen classes in it is thirteen slivers. A treemap shows both how big each family is and what it is made of, in one picture.
The layout is squarified: blocks are kept as close to square as the values allow, so even a modest holding has room for its name and its value.
The eight families
- Property: homes, lets and land.
- Shares and funds: shares, funds, investment trusts and stocks and shares ISAs.
- Private markets: private equity funds, EIS, SEIS and VCT holdings.
- Bonds and gilts.
- Cash and savings: savings accounts, cash ISAs and Premium Bonds.
- Crypto.
- Precious metals.
- Collectibles and other.
Each family always has the same colour, in the same order, wherever it appears in the app.
What it counts
The same values as the rest of CoreFi: priced through the day where a market price exists, and at your latest valuation where it does not. Debts are not drawn, because a map of what you own has no area for a negative; your net worth subtracts them separately. A pension you cannot yet draw is shown beside the map, not inside it.
Questions
Does the wealth map include my mortgage?
No. It shows what you own. Your mortgage and other debts are subtracted in your net worth, not drawn as blocks.
Can I open a block?
Yes. Each holding opens to its detail: what it cost, what it is worth, what it has paid and how it is taxed.
See your own money this way
CoreFi works this out from your own accounts, alongside everything else you own and owe. Join the waitlist and we will email you when it opens.
No spam. One email when it opens, and you can leave the list at any time.