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Click 'Add an asset' → Securities → 'Enter or copy/paste securities', then search by ticker. There's one optional field that dramatically improves accuracy...
View moreTreasury ETFs can be added by ticker. For I Bonds and direct Treasury bonds held at TreasuryDirect, here's how to add them as a custom security with automatic price tracking...
View moreAdd individual bonds under Net Worth - Add an asset - Securities. Search by CUSIP or ticker, or create a custom security with Fixed income as asset class.
View moreAdd the partnership or LLC as a Private Equity asset in Net Worth and fill in Expected yearly income. The distributions flow into Retirement planner projections.
View moreAdd life insurance cash value under Net Worth - Add an asset - Other assets - Other. Enter the current cash value and update it periodically as it grows...
View moreModel a private mortgage you hold as lender by adding the income as a recurring payment in the Retirement Planner, and the outstanding principal as a Private Debt asset in Net Worth...
View moreEasiest way to add bonds is to go to: Add an Asset → Securities →...
View moreMost mutual funds can be found by ticker or name under 'Add an asset'. But smaller or proprietary funds sometimes need a workaround — here's the exact process...
View moreConnect your brokerage or add manually, then mark the account tax treatment correctly — this step is often skipped and it significantly changes recommendations...
View moreAdd the spouse's accounts to Net Worth the same way as your own. In Retirement planner - People, toggle Include separately for Spouse/partner and add details.
View moreIf you want to add options manually or with the manual or AI Portfolio Import tool, you need to use the correct options naming convention as the...
View moreFor commodity ETFs, just add them by ticker. For physical gold, silver, or precious metals held outside an ETF, here's how to add them to your net worth...
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