Before you start
Gather the latest source evidence first: statement, appraisal, manager report, invoice, wallet snapshot or owner estimate. The goal is to capture both the value and the reason the value is credible.
Detailed steps
Open Investment Plan > Create / My Plan
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.
Review the active saved model and generated ideas
Compare the screen against your source before relying on the result. Check name, value, currency, date, ownership, liquidity and whether private data should stay hidden.
Choose cancel or edit/reset where available
Pick the option that matches the real-world record you are adding or reviewing. If two options look similar, use the one that matches the source document, not the one that makes totals look cleaner.
Save a new setup before generating fresh ideas
Save only when the record reflects the source. After saving, the change can affect Net Worth, Capital Review, Forecast, exports and shared views.
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
- Prevents old assumptions from driving current decisions.
- Allows a clean plan rebuild after major changes.
What it does not do
- Resetting does not undo real-world actions already taken.
- Old notes or exports may remain historical context.
Common mistakes
What to check
- Reset when cash, risk, tax residence or holdings changed materially.
- Do not reset just to avoid reviewing warnings.
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 Cancel or Reset an Investment Plan 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 intermediate guide when source evidence changes.