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 Settings > Subscription
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 current plan, trial or billing status
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.
Open the billing portal when available
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.
Return to Capitelist and confirm access status
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
- Gives you a controlled place to manage billing.
- Separates account access from portfolio data work.
What it does not do
- Billing portal actions happen outside the main workspace.
- Subscription changes may not resolve immediately if payment fails.
Common mistakes
What to check
- Do not confuse subscription role with portfolio permissions.
- Contact support for billing states that do not update.
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 Manage Subscription 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 basics guide when source evidence changes.