Basics

Use Net Worth as the command center for assets, liabilities, allocation, liquidity and recent movement.

Assets is the working ledger for public markets, private investments, real assets, cash, business interests and unclassified records.

Add a stock, ETF, fund or bond position with enough metadata for valuation, allocation and movement review.

Add property with ownership, geography, valuation and linked-debt context so net worth is not just broker assets.

Update an asset's value, date and valuation method while keeping the source and portfolio impact understandable.

Track property, vehicles, collectibles and other tangible assets with ownership, geography, valuation and related debt context.

Track bank balances, currencies and emergency liquidity without mixing cash with return-seeking investments.

Track mortgages, loans, credit cards and unclassified liabilities alongside the assets they finance.

Add a property-backed liability with balance, rate, payment and linked real-asset context.

Record consumer, margin, business, tax or credit-card liabilities with enough terms for review.

Settings controls personal details, portfolio display preferences, account access and billing entry points.

Enter Capitelist, confirm the active workspace and understand whether you are using a real or demo portfolio.

Create a separate balance sheet for a person, entity, strategy or reporting structure.

Update a portfolio label without changing the underlying records or ownership assumptions.

Interpret headline net worth, total assets, liabilities, liquidity and movement before opening detail tables.

Use allocation views to understand concentration across cash, public markets, private investments, real assets and other holdings.

Record a cash, bank, treasury, Wise or Revolut account as part of current net worth.

Refresh a manually maintained cash account using a recent statement or verified balance.

Record exchange-held crypto as a normal asset when custody details are not private recovery instructions.

Move an imported or rough asset into the correct asset type so dashboards and reviews interpret it correctly.

Update an asset name, institution, type, geography, ownership or other core identity fields.

Connect statements, appraisals, invoices or reports to an asset record for future review.

Record a credit card balance as a liability instead of netting it manually against cash.

Refresh a mortgage, loan or credit card balance from a lender statement.

Move imported or rough liability rows into mortgages, loans or credit cards.

Set the workspace display currency used for totals, dashboards, exports and planning views.

Choose decimal and thousands formatting that matches your locale.

Open billing or subscription controls to review plan status, renewal and payment management.

Record life, property, liability or other insurance coverage with carrier, value and review status.

Update insurance coverage, premium, beneficiaries, document status or review notes.