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 Investment Plan > Create / My Plan
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.
Fill budget, reserve, monthly contribution, risk, horizon and allowed areas
Use this step to turn loose information into a clear portfolio record. If you are missing an input, note the gap instead of guessing.
Review warnings about missing or inconsistent inputs
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.
Save Investment Setup before generating plan ideas
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 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
- Creates the planning baseline used by plan scenarios and research sections.
- Prevents generated ideas from using unsaved assumptions.
What it does not do
- Saved setup is not an investment instruction.
- Outdated setup can produce stale recommendations.
Common mistakes
What to check
- Save after any material change in cash, risk, horizon or tax residence.
- Do not generate ideas from placeholder values.
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 Save Investment Setup 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.