Browse the complete help library.

Use Net Worth as the command center for assets, liabilities, allocation, liquidity and recent movement.

Assets is the working ledger for public markets, private investments, real assets, cash, business interests and unclassified records.

Add a stock, ETF, fund or bond position with enough metadata for valuation, allocation and movement review.

Add property with ownership, geography, valuation and linked-debt context so net worth is not just broker assets.

Update an asset's value, date and valuation method while keeping the source and portfolio impact understandable.

Track property, vehicles, collectibles and other tangible assets with ownership, geography, valuation and related debt context.

Track bank balances, currencies and emergency liquidity without mixing cash with return-seeking investments.

Track mortgages, loans, credit cards and unclassified liabilities alongside the assets they finance.

Add a property-backed liability with balance, rate, payment and linked real-asset context.

Record consumer, margin, business, tax or credit-card liabilities with enough terms for review.

Settings controls personal details, portfolio display preferences, account access and billing entry points.

Enter Capitelist, confirm the active workspace and understand whether you are using a real or demo portfolio.

Create a separate balance sheet for a person, entity, strategy or reporting structure.

Update a portfolio label without changing the underlying records or ownership assumptions.

Interpret headline net worth, total assets, liabilities, liquidity and movement before opening detail tables.

Use allocation views to understand concentration across cash, public markets, private investments, real assets and other holdings.

Record a cash, bank, treasury, Wise or Revolut account as part of current net worth.

Refresh a manually maintained cash account using a recent statement or verified balance.

Record exchange-held crypto as a normal asset when custody details are not private recovery instructions.

Move an imported or rough asset into the correct asset type so dashboards and reviews interpret it correctly.

Update an asset name, institution, type, geography, ownership or other core identity fields.

Connect statements, appraisals, invoices or reports to an asset record for future review.

Record a credit card balance as a liability instead of netting it manually against cash.

Refresh a mortgage, loan or credit card balance from a lender statement.

Move imported or rough liability rows into mortgages, loans or credit cards.

Set the workspace display currency used for totals, dashboards, exports and planning views.

Choose decimal and thousands formatting that matches your locale.

Open billing or subscription controls to review plan status, renewal and payment management.

Record life, property, liability or other insurance coverage with carrier, value and review status.

Update insurance coverage, premium, beneficiaries, document status or review notes.

Switch between portfolios, create additional portfolios, and connect portfolios when one balance sheet should roll into another.

Track marketable securities with ticker, quantity, quote currency, market price and source metadata.

Add a startup, angel investment, fund, SPV or private equity position with commitment and valuation context.

Use appraisal or valuation evidence to update a non-market asset without pretending the estimate is more precise than it is.

Model venture, private equity, angel, fund, note and private debt positions with commitment and valuation context.

Use transaction records to explain additions, withdrawals and changes that should not be treated as pure market movement.

Capital Review turns portfolio data into a prioritized queue of gaps, concentration issues and investment work.

Build a disciplined plan from available budget, risk profile, time horizon and existing portfolio context.

Forecast projects liquidity, debt service, downside stress and investment-plan scenarios over time.

Track policy type, carrier, insured asset, status, premium, coverage and review needs.

Connect one portfolio into another as an aggregate line when the reporting structure requires it.

Remove a portfolio relationship when the parent should no longer include the child portfolio total.

Understand how much wealth is daily liquid, periodic, locked or unknown.

Use currency exposure to understand native-currency risk and base-currency conversion effects.

Read movement attribution across market prices, FX, manual edits, imports, debt changes and unavailable history.

Inspect a single asset or liability movement contributor to understand what changed and why.

Find assets whose valuation dates are old, missing or weak enough to require review.

Track a public wallet balance when the address is shareable but private keys must remain outside normal records.

Record a note, loan, receivable or private debt investment as an asset rather than a liability.

Update whether an asset is daily, monthly, quarterly, locked or unknown for planning and liquidity review.

Remove an asset from the current operating balance sheet without treating the archive as deletion history.

Connect a property loan to the real estate asset it finances so net worth review shows the relationship.

Update rate, payment, maturity and repayment information for an existing liability.

Remove a repaid, refinanced or closed liability from the active balance sheet.

Use queue filters to separate data gaps from investment work and deferred items.

Open a Capital Review item caused by missing, stale or weak portfolio data.

Postpone a Capital Review issue with a reason and revisit date instead of ignoring it.

Close a Capital Review item after the underlying record or setting has been corrected.

Bring a reviewed or resolved Capital Review issue back into active work when new information changes the conclusion.

Save the planning inputs that determine whether Capitelist can generate and refresh an Investment Plan.

Choose a risk profile that governs volatility, concentration and illiquidity tolerance in the Investment Plan.

Choose how long capital can remain invested before liquidity or drawdown risk becomes unacceptable.

Set tax residence so product universe and planning assumptions better match your jurisdiction.

Select whether the Investment Plan should consider EU UCITS, US ETFs, UK or global market instruments.

Limit how much one position can represent inside Investment Plan sizing.

Control how much Investment Plan may allocate to illiquid or hard-to-sell areas.

Decide whether crypto is excluded, capped or allowed in the planning workflow.

Compare Investment Plan scenarios before selecting the model that should drive generated ideas.

Generate the implementation draft after setup and plan scenario are saved.

Interpret rank score, confidence, risk, sources and grouped checks for an Investment Plan idea.

Use overlap warnings when a generated idea duplicates or resembles a current holding.

Review listed fund ideas, allocation ranges, evidence and risks in Investment Plan.

Review individual-stock ideas separately from diversified ETF or fund recommendations.

Review private investment ideas with extra attention to eligibility, documents, fees and illiquidity.

Review real-estate ideas and existing property exposure inside Investment Plan.

Review crypto ideas only within your explicit crypto cap, universe and custody preference.

Review metals exposure and plan ideas with attention to liquidity, storage and valuation assumptions.

Reset an existing plan when assumptions, budget or portfolio context are no longer valid.

Use Forecast to understand projected net worth, liquidity and cash-flow risk from the current portfolio.

Send a saved Investment Plan scenario into Forecast to test cash, liquidity and downside impact.

Understand which assets are available immediately, periodically, locked or unknown in projection models.

Review projected inflows, outflows, debt service and investment contributions by year.

Use Insurance to identify expired, under-documented or potentially insufficient coverage.

Model operating company exposure with enterprise value, cash, debt and ownership percentage assumptions.

Tune benchmark profile, cash target, liquidity, currency and private exposure thresholds to the portfolio owner.

Use section tabs to review candidate ideas by asset class without losing the original plan context.

Generate owner exports and printable net worth statements for review, planning or advisor discussion.

Admin routes support authorized operations such as users, subscriptions, lifecycle, support and investment universe management.

Record ownership in an operating company with valuation, ownership percentage and source context.

Configure the cash-reserve threshold used to flag low or excessive liquidity.

Configure when Capital Review should flag excessive locked or hard-to-sell holdings.

Interpret probability-style projection output without treating it as certainty.

Use downside scenarios to see how liquidity, debt and net worth react under adverse conditions.

Use the audit section to understand which inputs drive Forecast and which assumptions need review.

Create a structured archive for technical review, backup or migration-style analysis.

Record self-custodied crypto value while keeping wallet access details, recovery instructions and private context protected.

Track private physical assets whose existence or access details should not be exposed through normal portfolio views.

Use Held Away for private assets whose values may belong in net worth while access details must remain protected.

Configure the inactivity-based process that helps trusted people recover essential information if the owner cannot respond.

Manage beneficiaries, continuity guardians and other trusted roles used by Legacy Delivery.

Choose the person who receives your Legacy Delivery package and the backup person who can help if the beneficiary does not respond.

Turn on delayed check-ins after you have a beneficiary, a Continuity Guardian and a clear release path.

Write plain-language guidance for trusted people while keeping actual secrets inside protected storage.

Store supporting documents for legacy, insurance and portfolio review with category and access context.

Safebox groups protected private-vault records for Held Away and Legacy use cases.

Recovery Key and private unlock protect Held Away, Safebox and Legacy-sensitive data.

Create your Recovery Key and store it outside Capitelist so protected Held Away, Safebox and Legacy data remain recoverable.

Use user management to invite collaborators while keeping sensitive owner-only boundaries intact.

Track art, watches, jewellery, cameras or other private valuables with appropriate privacy controls.

Record bullion, coins or allocated metals while separating value tracking from storage instructions.

Set the inactivity window used by Legacy Delivery before trusted-contact actions become relevant.

Create a beneficiary contact for Legacy Delivery with appropriate release scope.

Add a trusted operational helper who can assist with continuity without receiving unnecessary private detail.

Confirm the owner is active so Legacy Delivery does not progress unnecessarily.

Pause or adjust Legacy Delivery expectations during temporary travel or planned unavailability.

Test whether Legacy Delivery contact emails can be reached before activating the protocol.

Turn off an active Legacy Delivery workflow when it should no longer run.

Use private unlock to view protected Held Away, Safebox or Legacy-sensitive information.

Add a device passkey for easier private unlock while keeping the Recovery Key as the continuity method.

Remove a passkey from private vault access when a device or account should no longer unlock sensitive data.

Store sensitive operational context in protected storage instead of ordinary portfolio notes.

Update protected details when access instructions, contacts or storage context change.

Remove protected information that is obsolete, duplicated or should no longer be retained.

Invite a collaborator with a role and portfolio scope instead of sharing credentials.

Update a collaborator's access when their responsibilities change.

Remove a collaborator's workspace access when they should no longer view or edit portfolio data.

Understand what owner, admin, editor and viewer style roles can and cannot do.

Add a portfolio, legacy, insurance or asset document with clear source and category context.

Set document category so legacy, insurance and portfolio records can be found later.

Remove a document that is obsolete, duplicated, uploaded by mistake or too sensitive for the current vault.

Upload statements or screenshots, review extracted rows, and commit accepted assets, debts or transactions into the portfolio.

Use AI Import for broker statements when you have many listed positions or want source-backed portfolio rows.

Extract bank balances or cash-account rows from a statement without treating every transaction as current net worth.

Create controlled portfolio links for external review with selected scope and expiry.

Create a scoped, expiring external review link without inviting the recipient into the whole account.

Upload a mixed statement, PDF, CSV or screenshot when the exact import type is unclear.

Check extracted assets, debts and transactions before they become live portfolio records.

Correct extracted row fields before committing them into Assets, Debts or Transactions.

Move reviewed import rows into the live portfolio after checking scope and confidence.

Handle failed extraction, low confidence or rows that cannot be mapped safely.

Extract NAV, commitment, called capital, unfunded commitment and valuation date from private investment reports.

Extract token holdings from exchange statements, wallet exports or screenshots.

Use appraisal documents, invoices or market estimates to create or update real asset records.

Extract rental income, platform fees, utilities, repairs and mortgage payments linked to a property.

Extract balances, rates, maturity, payment and issuer details from mortgage, loan or credit card statements.

Choose whether a portfolio share link includes summary, assets, liabilities or narrower review context.

Control how long an external portfolio share link remains usable.

Disable an external portfolio link before its expiry when access should end immediately.

Access a shared portfolio link using the provided token and security gate.

Generate CSV exports for summary, assets, liabilities or allocation review in spreadsheet tools.

Generate a workbook with separate sheets for portfolio summary, assets, liabilities and allocation.

Generate a polished statement view for owner, family or advisor discussion.

Use support tickets for product issues while keeping sensitive portfolio secrets out of messages and attachments.