Part of our getting started guides.
Your Nova Dashboard is your financial command center — a real-time snapshot of where you stand. Here's what everything means.
The big chart at the top shows your total net worth over time. It's calculated simply: Assets − Liabilities = Net Worth. You can toggle between different time ranges (1 month, 3 months, 6 months, 1 year, all time) to see trends. The goal is an upward line — but don't stress about short-term dips.
The Asset Allocation breakdown shows where your money lives — banking, investments, real estate, vehicles, crypto, and more. This helps you understand your diversification at a glance. If 90% of your net worth is in one asset type, that's worth knowing.
The Recent Changes section highlights what moved since your last visit. Big balance swings, new account connections, and notable transactions show up here so you're never caught off guard.
Your Health Score is Nova's assessment of your overall financial wellness, based on factors like:
The score updates as your accounts change and gives you a quick gut check on where you stand.
Look for Charlie's insights on your Dashboard — personalized tips and observations based on your actual financial data. Charlie might flag an unusual balance change, suggest areas for improvement, or celebrate a milestone.
The Dashboard gets smarter as you add more accounts. The more complete your financial picture, the better your Health Score and Charlie's insights become.
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