I prepare a full net worth report every quarter. Update all account balances, devalue our cars, update cold hard emergency cash balances, shares, property values and so on etc (ROI, ROCE and annualised returns).

Really worthwhile exercise as keeps my other half well informed and me more comfortable with our complex net of finances should I meet my maker sooner than ever planned.

Great also, to track the growth over the timeframe...have done this in a variety of forms since 2000...although increments were super small at the start. A few years ago we considered paying for financial advice until I realised that we were doing just fine the way things are.

HOWEVER, I update my shares through my numbers app (auto update in price) several times a day when the markets are going well. Turn it all off and ignore when I wake up to bad market news!