Add 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. Its expected yearly income feeds your Retirement planner projections automatically.
View moreAdd it under Net Worth - Add an asset - Other assets - Other, name it after the insurer, and enter the current cash value, updating it periodically.
View moreAdd the loan as a private debt position under Private Equity, then add the repayments as a recurring Custom payment in Retirement planner.
View moreGo to Add an Asset - Securities - Manual portfolio, type the bond name, create a custom security, set Asset class to Fixed income and pick Municipal.
View moreMost mutual funds with a ticker or CUSIP can be added directly under Add an asset - Securities - Enter or copy/paste securities.
View moreConnect your brokerage under Add an asset - Securities, where 12,000+ are supported. You can also upload a statement or enter the holdings manually.
View moreAdd your spouse's accounts to Net Worth the same way as your own, then include them in Retirement planner - People to model both together.
View moreOptions must use the standard option naming convention as the ticker, for example TSLA230609C00210000, when added manually or through the import tool.
View moreCommodity ETFs can be added by ticker. For physical bars or coins, use Net Worth - Add an asset - Other assets - Physical metals and enter the value.
View moreGo to Track - Net Worth - Add an asset - Real estate. Enter the property value and outstanding mortgage, and toggle Rental property if it is an investment.
View moreEither add the property in Net Worth and toggle Rental property with its net income, or enter the income stream directly in the Retirement planner.
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