How do I add a custom asset to my total wealth view?
How do I add a custom asset?
- Access your total wealth analytics in-app
- Scroll to the bottom and tap 'Add new' and 'Other assets'
- Fill in asset details (only purchase amount and date of purchase are mandatory fields)
- Tap 'Continue'
How do I remove a custom asset?
- Access your total wealth analytics in-app
- Select the asset you want to remove
- Tap 'Remove asset'
How do I edit a custom asset?
- Access your total wealth analytics in-app
- Select the asset you want to edit
- Tap 'Edit asset' and edit the fields
- Tap 'Save'
Does the value refresh periodically?
The value of your custom asset stays the same as what you entered when you added it. You can manually update it anytime:
Select the asset → 'Adjust current value' → enter the new amount → 'Confirm'