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 each Investment Plan section from the submenu
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 evidence, sizing notes, alternatives and overlap with the current portfolio
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.
Use Forecast simulation when a plan should be stress-tested
Use the option named in the step only when it matches your source. If the source is weaker than the label suggests, record the uncertainty instead of making the value look more precise.
Leave sections unimplemented when no budget or suitability case exists
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
- Prevents one generic recommendation from covering every asset class.
- Keeps public markets, private investments, real estate, crypto and metals under separate decision logic.
- Makes it easier to compare a candidate against what you already own.
What it does not do
- Section research is not live execution, custody or regulated advice.
- Some sections may intentionally recommend no action.
- Candidate data depends on configured research sources and local fallbacks.
Common mistakes
What to check
- Do not force every section to have an investment.
- Review tax residence and product availability.
- Use the smallest sensible action when evidence is incomplete.
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 Investment Plan Research Sections 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.