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How do I see changes in my portfolio and asset values and get AI recommendations?

Covet offers multiple ways to view what changes in value your assets have undergone. You can view insights about changes in an aggregated way, by assets category, or you can drill down to specific assets, all with the help of AI. Used individually or together, these can help identify "what's going on" within your portfolio and highlight areas where you may have opportunities to improve your overall financial position and wellbeing.

Here are the different ways you can see changes to the values of your assets using Covet:

  1. Aggregated View
    1. Look for the Value Over Time chart at the top of your Covet dashboard.
      Screenshot 2025-09-30 130218
      The default setting for this chart displays changes in value over time in terms of US Dollars. 
    2. To see the change in total portfolio values over time in terms of a percentage, click the "Total/%" toggle and the vertical axis will display in percentages.
      Screenshot 2025-09-30 130235
  2. Asset Category View
    1. If you want to see changes in values and how each asset category contributes to those changes, click on the small box with an arrow icon in the upper righthand corner of the Values Over Time chart.
      Screenshot 2025-09-30 131817
    2. Doing step 2a above will expand a pop-up chart showing value changes over time with each asset category displayed in a unique color.
      Screenshot 2025-09-30 130251
      The default setting of the Category Growth Trends chart is growth in terms of percentage. 
    3. Clicking the "Growth/Impact" toggle will change the chart to a bar chart showing each asset category, allowing a different view of which asset category(ies) affected changes and to what degree.
      Screenshot 2025-09-30 130304
  3. Specific Asset View
    1. Beginning on your dashboard, scroll down the list of assets and click either the AI button or the Edit button.There is more than one way to look at market changes for a specific asset:
  4. Dashboard AI Spec Item buttons
    1. Doing this will open the Asset Card for that asset. Clicking the AI button will take you immediately to the AI Details (insights) feature of the asset card while clicking the edit button will only open the asset card. If opening AI insights is you intention, you will then need to click on the AI Details Icon at the top of the Asset Card.
      Screenshot 2025-12-31 102147


    2. Alternatively, you can go to Menu > Assets
      Menu Assets
      Click on the asset category of the asset you want to view
      Asset Page Physical
      Find the specific asset you want to look at and click on the edit button of that asset to open the asset card
      Asset Edit button
      And then click on the AI Details icon at the top of the asset's card
      Screenshot 2025-12-31 102147
      The refreshed AI analysis of your particular asset may find that a change in value has occurred in the marketplace for this asset. If you would like to update your dashboard and vault (and their totals) with this new value you can scroll to the bottom of the AI details and click Apply Details to AssetScreenshot 2025-09-30 130630

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      Covet does not provide any legal, investment, accounting, financial, and/or tax advice. The Covet site includes access to software and self-help materials, which are not substitutes for the advice of an attorney, financial advisor and/or accountant.