Personal
Add holdings
In short. On Weltee Personal, open the category page. Import, or use the add button for that type. Choose the type; only that type's fundamentals are asked. Listed ticker and quantity fill the close. You can also Record holding from Firm connections, or let Settings connections write into the books you ticked.
Open the page for that kind of holding. Import if you have a file. Or press the add button for that page.
The add button on each page
- All assets: Add asset
- Cash & deposits: Add account
- Public markets: Add position
- Crypto and Collectibles: Add holding
- Equity compensation: Add award
- Angel & venture: Add investment
- Real estate: Add property
- Private funds: Add commitment
- Liabilities: Add liability
Prices and FX refresh. Every figure carries the day it was last true. Refresh prices when you want a pull now. Export or Export CSV from lists that offer it.
Choose the type. Only that type's fundamentals are asked. Listed shares, ETFs, funds, and crypto need ticker and quantity; the listed close fills the rest. Cash needs the account and the balance. A fund needs the name, the commitment, and called. Property needs a name or address, and a value or purchase price. The holding chart follows the official house-price index for that area, in the holding's currency. The source line names the series. It is not an appraisal of the building. An angel cheque needs the company and the cheque size or a mark. Edit the row later for notes, tax status, and the rest.
On Add asset, Add liability, and Add income, Entity puts the row in a named bucket on this book (you, joint, a trust, an LLC). Set those names in Settings. See Household and entities.
From a connection
Settings. Allow the other app, or paste its official token. Tick every book the rows should update. Defaults follow Personal (cash, holdings, income, private). A Google Sheet or Excel workbook writes into those books. Dashboard net worth moves when the rows land. Weltee pulls on a schedule. Related screens may show Sync now once connected. They never show Connect.
From a fund or a company
Firm connections. Record holding, Create a new holding, or Link an existing holding. Running Capital or Startup does not book this for you.
If the page is missing
You turned that module off during setup. The page says it is off. Open Settings and switch the module back on.