Before you start
Decide what should be visible in normal workspace views and what must stay protected. Sensitive access details belong in encrypted/private areas, not ordinary notes or shared exports.
Detailed steps
Open Safebox from the Legacy 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.
Unlock private mode
Use this step to turn loose information into a clear portfolio record. If you are missing an input, note the gap instead of guessing.
Create protected entries for sensitive operational details
Use this step to turn loose information into a clear portfolio record. If you are missing an input, note the gap instead of guessing.
Keep recovery paths aligned with the Legacy plan
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
Who can see the record in normal use.
Keep private operational details out of standard fields.How the information can be understood later.
Document non-secret context clearly.Sensitive details encrypted behind private controls.
Never store raw secrets in regular notes.What a trusted person may receive.
Match the role and relationship deliberately.Decision rules
What it adds
- Keeps highly sensitive data away from normal asset notes.
- Creates a protected place for operational continuity details.
- Supports owner-only access boundaries.
What it does not do
- Safebox access cannot be reconstructed casually if keys are lost.
- It should not become a dumping ground for unrelated documents.
- Access policy is intentionally stricter than normal portfolio data.
Common mistakes
What to check
- Store only what a future trusted person truly needs.
- Keep secret material concise, current and categorized.
- Verify Recovery Key handling before adding critical secrets.
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 Safebox 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 security guide when source evidence changes.