Lens Store™ - Net Worth Lens | A dynamic personal financial statement

Unlimited Documents

API Accessible

All Funds & Portals Supported

Move beyond a PFS

The Net Worth Statement lens is a dynamic, real-time snapshot of your financial standing. It's a living, breathing personal financial statement that is always up to date. Stop wasting your time updating PFS.

Calculate Net Worth:

Break down illiquid and liquid assets
Dig deep into liabilities to calculate accurate net worth

Asset Class Breakdown:

Visualize wealth distribution across various asset classes
Identify diversification opportunities at a glance

Performance Tracking:

Monitor wealth growth over customizable time periods
Compare year-to-date, quarterly, and annual performance

Liability Analysis:

Detailed breakdown of all liabilities
Track changes in inter-entity loans, credit, and debt over time

Flexible Reporting:

Export detailed reports in PDF or Excel formats
Customize reports for board meetings or personal analysis

The Net Worth Statement gives you clear, actionable insights into your financial position, enabling informed decision-making.

About Copia

Whether you are managing your own portfolio, running a family office, or overseeing multiple clients, manage your investments in a whole new light by putting your Assets Under Intelligence. Embrace elegance and build a deeper understanding of your portfolio, make more informed decisions about future allocations, and feel confident in both investment and manager performance.

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Understanding personal financial statements

A crucial tool for ultra-high-net-worth investors and family offices.

Net Worth, Beyond the Basics

For family offices, not all liabilities are created equal. Strategic use of debt can actually enhance wealth over time.

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Net Worth Statement

Your Wealth at a Glance

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