Where to find it
On your dashboard, go to the “Insights” section, then scroll down to the “Goal” section. It is next to the diversification score.
What it is
The liquidity ratio is the proportion of your liquid assets compared to your total wealth. Liquid assets are your cash and assets that can be immediately converted into cash.
In practical terms, these are the assets you can sell at any time and have the money from the sale in your account right after. These include, for example, your stocks, ETFs, or even cryptocurrencies.
Insights
By clicking on the ratio, you open a side menu (or drawer on mobile) giving you more details on how it is calculated.
We calculate and categorize the value of each of your assets in its respective class, then calculate the total of liquid assets and that of illiquid assets.