Hugo’s main navigation follows the monthly workflow from recording data to understanding it.
Core records
- Overview combines your latest data into net worth, trends, allocation, liquidity, goals, and financial metrics.
- Monthly closing walks through accounts, physical assets, and liabilities that still need a value for the current month.
- Financial assets contains institutions and the accounts or products held within them.
- Physical assets contains tangible assets and their valuation histories.
- Liabilities contains debts and their outstanding-balance histories.
- Expenses and Income contain recurring monthly cash-flow items.
Analysis and planning
- Performance calculates portfolio returns separately from deposits and withdrawals.
- Currency exposure shows currency weights, exchange-rate history, and exchange-rate risk.
- Projections extends your historical pace into scenarios and goal what-ifs.
- Cashflow Simulator combines real and temporary hypothetical cash-flow items.
- Hugo’s tips contains the monthly AI recap generated after a monthly close.
Account controls
The top bar contains amount privacy, theme, notifications, referral sharing when enabled, and the account menu. The account menu opens Settings, subscription management, the Clerk profile, and sign out.
Each major page also has How does this work?, which opens the built-in guided tour for that section.