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 setup
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.
Enter or confirm tax residence country
Enter the values exactly as they appear in your source material. Include enough detail that you or an advisor can later understand what the record is and why the value is credible.
Review the instrument universe available for that country
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 setup before generating or refreshing 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
- Helps avoid irrelevant product universes.
- Improves plan context for listed instruments and tax-sensitive assumptions.
What it does not do
- The app does not provide tax advice.
- Tax residence may need professional confirmation.
Common mistakes
What to check
- Do not leave tax residence blank when product universe matters.
- Review after moving countries or changing residency.
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 Set Tax Residence for Investment Plan 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.