Assets
Record an asset without overstating its value.
The external beta supports the manual asset workflow and valuation-monitoring controls. Newer photo-led drafts and Chat-photo association are local-only.
Current app path
Settings → Assets & Relationships → Assets and valuationsManual asset records, valuation monitoring, review cadence and reminders are externally available. Redesigned asset-draft and shared-photo behavior is local-only.Required
- Asset type
- Ownership status
- Position treatment
- A valuation date when recording a value
Optional
- Name and notes
- Ownership share
- Valuation confidence and supporting evidence where offered
What can block completion
- Missing ownership or treatment
- A value without its date
- An inconsistent share or liability relationship
- Local financial data
- Asset records and evidence are stored in the local database, not a hosted Position account.
- Privacy or AI boundary
- Manual records are local. Do not use locally documented photo/Chat intake until it reaches the external beta.
- If it does not work
- Cancel leaves the record unchanged. Correct every Required message and keep uncertain values provisional.
01
Add or edit an asset
- Open Settings.
- Choose Assets & Relationships, then Assets and valuations.
- Choose Add asset, or select an existing asset.
- Complete asset type, ownership status and Position treatment. Add a valuation date with any value.
- Review inclusion and save.
02
Confirmed, provisional and liquid
- A provisional value is not confirmed evidence.
- Estimated physical assets are not liquid cash.
- A linked liability reduces equity rather than becoming another asset.
- Ownership share controls the portion attributable to your position.
03
Photos and monitoring
Automatic review, Reminder only, review cadence and monitoring controls are available in the external beta.