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How do I add an asset to my portfolio?

Tap "Add Asset" → enter details → save. Wealt tracks it alongside your SPV investments.

Wealt supports only 1 asset category for manual tracking:

  • Startups: Private equity in early-stage companies

How to add a startup asset?

  1. Navigate to the Assets section

  2. Click "Add Asset"

  3. Fill in the details: Search the startup name, share price, amount, currency, purchase date and other related information.

  4. If your asset is one of the companies we track, we ask for your permission to automatically track its valuation. Otherwise, you are required to update the value if it changes; the impact on your portfolio will be set by you.

Once added, the asset appears in your portfolio and contributes to your net worth calculation. You can update the value at any time as market conditions change.

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