Before you start
Start from the current portfolio state and treat the article as an operating checklist. If a required input is missing, record that gap instead of inventing precision.
Detailed steps
Open Settings from your account menu
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 profile information and phone verification
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.
Set display preferences such as number format where available
Set this based on the real constraint behind the record: currency, ownership, liquidity, date, access or review cadence. Do not change a setting only to force a nicer dashboard total.
Return to Net Worth after saving changes
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
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
- Keeps account identity and display behavior consistent.
- Supports Legacy owner verification and communication paths.
- Makes reports easier to read in your locale.
What it does not do
- Display format does not change underlying stored currencies.
- Some account changes may require re-authentication.
- Billing actions depend on Stripe portal availability.
Common mistakes
What to check
- Use a phone number the owner can reliably access.
- Check locale formatting before sharing exports.
- Keep owner identity details current.
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 Profile, Base Currency and Number Format 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 basics guide when source evidence changes.