Financial AI Suite – Net Worth Report

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Net Worth Report

Calculate your total assets minus liabilities to see your true financial position

Monthly Net Income (used to calculate liquidity ratio)

Spouse Income (optional — monthly take-home pay if married)

Cash in Hand (wallet, home, current account)

Savings Account (total bank savings balance)

Fixed Deposit (total FD balance)

EPF Balance (check i-Akaun KWSP)

Stocks / Shares (current market value)

Unit Trust / Mutual Funds (current NAV value)

Cryptocurrency (current market value)

Gold / Precious Metals (current market value)

PRS (Private Retirement Scheme) (total balance)

Property Market Value (estimated current selling price)

Vehicle Market Value (estimated resale value)

Other Assets (jewelry, collectibles, etc.)

Have you done any estate planning? (Will / Wasiat, Hibah, trust, or insurance nomination)

✅
Yes, done

📝
Partially

❌
Not yet

Credit Card Debt (total outstanding)

Personal Loans (total outstanding)

Other Short-term Debt (bills, BNPL, etc.)

Mortgage Balance (remaining loan amount)

Car Loan Balance (remaining loan amount)

Education Loan (PTPTN) (remaining balance)

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Analyzing Your Net Worth Data

Our AI is crunching the numbers and generating personalized insights

Initializing... 0%

1 Validating your inputs

2 Calculating financial metrics

3 AI analyzing your data

4 Generating personalized report

5 Preparing final results