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 a generated idea in an Investment Plan section
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 rank score, confidence, risk and source count
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 grouped scorecard details 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.
Use the scorecard as review context, not final approval
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
- Shows why an idea ranked where it did.
- Surfaces risk, fit and evidence freshness.
What it does not do
- Scores simplify judgement and can miss qualitative factors.
- A high score does not remove suitability or execution review.
Common mistakes
What to check
- Check source dates before relying on a score.
- Compare scorecard risks against your actual constraints.
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 Read an Investment Scorecard 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.