Portfolio, debts and recap
The portfolio is local. Values, notes and documents stay encrypted on your device.
Add an asset or a debt
Section titled “Add an asset or a debt”Open Portfolio → Add and choose the kind of record. Enter the value and the currency. You can add a note and attach a document.
Organise
Section titled “Organise”Use owners, entities and workspaces to keep family members and structures separate. An entity is available from SFO; a shared workspace is an Essentials feature.
Recap summarises net worth, allocation and changes over time. It uses the values you entered; it is not a live market feed. Market data is a separate subscription.