Yes. Worthic’s main net worth view is designed to show the ownership-aware net worth of the workspace as a whole, not a separate net worth total for each personal reporting line. A workspace is treated as one financial universe, usually a household, family office, owner group, or similar structure. That means the net worth card and net worth report bring together the accounts, assets, liabilities, real estate interests, and business interests that belong inside that workspace, then calculate the result using the ownership information recorded against them.
The calculation is not just a simple sum of every visible balance. Worthic looks at account values, account ownership allocations, real estate-linked value accounts, liability accounts, investment accounts, and ownership links between reporting lines. For example, an investment may be owned 50/50 by two personal reporting lines, a property may be owned by a business reporting line, and that business reporting line may itself be owned by one or more personal or business reporting lines. Worthic can therefore support more realistic ownership structures, including companies, holding structures, and partial interests, instead of assuming every asset belongs directly and equally to one person.
For personal reporting lines, the important product assumption is that they are part of the same household or shared financial universe. They may have separate cashflow reporting, separate account usage, separate budgets, or different reporting-line access, but the headline workspace net worth is joint. This avoids a misleading situation where household-level assets, shared accounts, properties, and business interests are fragmented into separate personal dashboards that no longer reconcile to the overall picture.
If you require a segregated net worth or balance sheet view for a specific personal reporting line or business entity, filter the accounts universe (on the Accounts page) by that owner, and export the Statement of Accounts as csv or PDF report. The Statement of Accounts is effectively a net worth or lightweight balance sheet report for that entity, in that it accounts for effective ownership of each account, either via direct ownership or an ownership structure.