Add it under Add an asset - Other assets, choosing Pension or Annuity, then enter the future income separately in the Retirement planner.
View moreUse Add an asset - Private equity in Net Worth. Sub-types cover company equity, RSUs, warrants, fund LP interests and direct startup stakes.
View moreIf a ticker returns no result, choose the option to add a custom security and enter its name, current price and quantity yourself.
View moreTry connecting the SDIRA custodian first. If not supported, create it manually as a Securities account with Tax-Advantaged or Tax-Free treatment.
View moreConnect the brokerage that holds it under Net Worth - Add an asset - Securities, then select the custodial sub-account. You can also add it manually.
View moreUse Net Worth - Add an asset - Other assets - Physical asset, and enter the vehicle name and current value. Values do not auto-update, so refresh them.
View moreMoney market accounts go under Add an asset - Cash. CDs and savings bonds go under Other assets as fixed income - that changes how they are analyzed.
View moreIndividual commodities are not tracked directly, but you can approximate them by adding an ETF that follows the commodity you want exposure to.
View moreSearch for your wallet under Add an asset - Securities first; many are supported. If yours is not listed, add the holdings manually instead.
View moreAdd it manually under Net Worth - Add an asset - Real estate and pick your country from the dropdown. Foreign property values are updated by hand.
View moreClick Add an asset - Securities - Enter or copy/paste securities, search by ticker or name, then enter the quantity or dollar value for each holding.
View moreTreasury ETFs can be added by ticker. For I Bonds and direct Treasuries at TreasuryDirect, add them by name or CUSIP, or create a custom security.
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