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
Save Investment Setup
Save only when the record reflects the source. After saving, the change can affect Net Worth, Capital Review, Forecast, exports and shared views.
Choose and save Plan A, B or C
Save only when the record reflects the source. After saving, the change can affect Net Worth, Capital Review, Forecast, exports and shared views.
Click Generate Investment Plan or Update ideas
Use this step to turn loose information into a clear portfolio record. If you are missing an input, note the gap instead of guessing.
Wait for research status and review generated sections
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.
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
- Creates a structured decision queue for assets under review.
- Connects portfolio context, settings and research data.
What it does not do
- Generated ideas are not trade execution or regulated advice.
- External research may be unavailable, delayed or incomplete.
Common mistakes
What to check
- Do not generate from stale Net Worth data.
- Read evidence, risks and overlap before acting.
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 Generate Investment Ideas 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.