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 Investment Plan after saving setup
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 Plan A, Plan B and Plan C allocations
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.
Compare budget used, cash left, risk, liquidity and expected range
Use this step to turn loose information into a clear portfolio record. If you are missing an input, note the gap instead of guessing.
Select and save the scenario that fits the owner
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
- Turns inputs into a concrete planning posture.
- Makes tradeoffs visible before research ideas are generated.
What it does not do
- Scenario labels are planning models, not execution instructions.
- Expected ranges are estimates and can be wrong.
Common mistakes
What to check
- Do not pick the highest-return range without checking liquidity and downside.
- Run Forecast when the scenario materially changes cash.
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 Choose Plan A, B or C 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.