Before you start
Start from the current portfolio state and treat the article as an operating checklist. If a required input is missing, record that gap instead of inventing precision.
Detailed steps
Open Assets > Business or Add Asset > Business Ownership
Start from the screen named in the step and confirm the portfolio in the top bar before you change anything. If the wrong portfolio is selected, switch portfolios first.
Enter company name, geography, currency and estimated enterprise or equity value
Enter the values exactly as they appear in your source material. Include enough detail that you or an advisor can later understand what the record is and why the value is credible.
Add ownership percentage and valuation method
Enter the values exactly as they appear in your source material. Include enough detail that you or an advisor can later understand what the record is and why the value is credible.
Record notes for restrictions, shareholder agreements and key-person risks
Use this step to turn loose information into a clear portfolio record. If you are missing an input, note the gap instead of guessing.
Field guide
The label you and your advisors will recognize.
Match source documents where possible.Current portfolio value.
Use current value, not purchase price, unless cost is the only defensible estimate.Native currency of the asset or liability.
Do not change currency to force a base-currency display.When the value was last reviewed.
Missing dates create stale-data risk.Why the value is credible.
Use imported, market, appraisal, manager mark or internal estimate honestly.Decision rules
What it adds
- Makes operating-company wealth visible without mixing it with liquid investments.
- Highlights concentration and valuation-risk issues.
What it does not do
- Business valuation is not audited or legally certified by the app.
- Company debt and personal debt may need separate records.
Common mistakes
What to check
- Use owned value, not full company value, when ownership is partial.
- Document whether the value is revenue multiple, appraisal, offer, book value or internal estimate.
Entering a clean-looking value without recording where it came from.
Ignoring currency, ownership percentage or valuation date because the total appears reasonable.
Using ordinary notes for private access information.
Assuming Add Business Ownership produces advice, verification or execution beyond the workflow described here.
After you save
- Return to Net Worth and confirm totals changed as expected.
- Open Capital Review to see whether the record created, resolved or changed any review item.
- Check whether the record should affect Forecast, Investment Plan, exports or share links.
- Revisit this pro guide when source evidence changes.