Before you start
Prepare the source material before starting. Imports and share links are useful only when scope, recipient and source quality are clear.
Detailed steps
Open Net Worth or export controls
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.
Choose Print Net Worth Statement
Pick the option that matches the real-world record you are adding or reviewing. If two options look similar, use the one that matches the source document, not the one that makes totals look cleaner.
Review visible scope and totals
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.
Print or save as PDF from the browser
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 file, statement, screenshot or link scope.
Use the most complete and recent source available.How reliable the extracted or shared information is.
Low confidence requires manual review.What sections are imported, committed or shared.
Avoid accidental disclosure or duplicate records.How long access or source relevance lasts.
Use short windows for external review links.Decision rules
What it adds
- Creates a readable summary for meetings.
- Keeps raw operational controls out of the presentation.
What it does not do
- The statement is not audited financial reporting.
- Private Held Away data is excluded by standard policy unless a future private flow says otherwise.
Common mistakes
What to check
- Review recipient and storage before saving PDF.
- Check generated date and valuation dates.
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 Print Net Worth Statement 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 connectivity guide when source evidence changes.