Before you start
Decide what should be visible in normal workspace views and what must stay protected. Sensitive access details belong in encrypted/private areas, not ordinary notes or shared exports.
Detailed steps
Unlock the private vault area
Use this step to turn loose information into a clear portfolio record. If you are missing an input, note the gap instead of guessing.
Open the item that needs changes
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.
Update details, label or category
Use this step to turn loose information into a clear portfolio record. If you are missing an input, note the gap instead of guessing.
Save and verify the revised item is protected
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
Who can see the record in normal use.
Keep private operational details out of standard fields.How the information can be understood later.
Document non-secret context clearly.Sensitive details encrypted behind private controls.
Never store raw secrets in regular notes.What a trusted person may receive.
Match the role and relationship deliberately.Decision rules
What it adds
- Keeps continuity instructions current.
- Prevents stale access details from being delivered later.
What it does not do
- Editing an item does not validate the secret externally.
- Old screenshots or exports may still exist outside the app.
Common mistakes
What to check
- Update vault items after changing passwords, custody or storage.
- Do not expose the item while screen sharing.
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 Edit a Private Vault Item 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 security guide when source evidence changes.