Glossary
Brokerage sync
Brokerage sync connects an investment account so holdings and balances can update automatically in a finance app. Instead of entering every ETF, stock, or retirement balance by hand, sync brings account values into the portfolio and net worth view.
Brokerage sync is useful when investment balances change frequently because of market movement, contributions, dividends, trades, or employer plan activity. Manual updates can work for occasional reviews, but they get stale quickly when portfolios are a meaningful part of net worth.
A sync connection typically imports account balances, holdings, symbols, quantities, and sometimes transaction history depending on the provider and institution. That information helps a finance app show how investments affect total assets without asking the user to maintain a separate spreadsheet.
Nethaven uses secure connection flows for supported providers and combines synced brokerage accounts with bank balances, crypto, property, debt, budgets, and savings goals. The goal is not day-trading analysis; it is a complete financial picture that stays current enough for planning.
Use this in Nethaven
This term connects directly to how people review money in the app. See account connections for the related workflow.
Explore Account connectionsRelated terms
Net worth
Net worth is the value of everything you own minus everything you owe. It combines cash, investments, property, vehicles, and other assets, then subtracts credit cards, loans, mortgages, and other liabilities so you can see the broad direction of your financial position.
Expense ratio
An expense ratio is the annual cost of owning a mutual fund or ETF, shown as a percentage of invested assets. A 0.20% expense ratio costs about two dollars per year for every thousand dollars invested, before market gains or losses.
Liquid assets
Liquid assets are assets you can turn into usable cash quickly without a major price discount. Checking balances, savings, money market funds, and some brokerage holdings are liquid; homes, vehicles, collectibles, and locked retirement funds are less liquid even if they add to net worth.