Personal
Weltee Personal
In short. Weltee Personal is a private ledger for one principal. Sidebar: Dashboard, Plan, Updates, Private markets, Public markets, then holdings (All assets, Cash & deposits, Crypto, Equity compensation, Real estate, Angel & venture, Private funds, Collectibles, Liabilities), Income, Cash plan, Giving, Tax readiness, Documents, Risk center, Reports, Dr. Weltee, Firm connections, Settings. Send interest on Private markets notifies the firm and lands on Updates and Raise. Not a spending app. Not a fund desk. Not a company close.
Weltee Personal is built for one person who owns complicated things. It is not a day-to-day spending app.
After sign-in, first-run is Set up Personal. You can skip and go to Dashboard. Modules you turn off during setup can be switched back on in Settings.
On the sidebar
- Dashboard. Net worth, allocation, recent changes.
- Plan. Your wealth plan.
- Updates. Inbox of headlines and filings that landed for you.
- Overview: Private markets, Public markets.
- Holdings: All assets, Cash & deposits, Crypto, Equity compensation, Real estate, Angel & venture, Private funds, Collectibles, Liabilities.
- Cash flow: Income, Cash plan, Giving.
- Governance: Tax readiness, Documents, Risk center, Reports, Dr. Weltee.
- Firm relations: Firm connections.
- Admin: Settings.
The account menu: Settings, Support, Sign out.
Linked funds
If a fund on Capital invited you as LP and you accepted on Firm connections, a published quarter or NAV update moves this holding that evening. Capital calls appear as money owed beside the cash that has to answer them.
Listed raises
Private markets shows funds and companies that listed a raise. Send interest is not a commitment. The firm gets a notification on Updates. Your name, email, and note also land on Raise.
What to connect
Settings: Google Sheets, Excel, Mercury, Stripe, Wise, Interactive Brokers, QuickBooks, Xero. Mercury is the operating bank.
What this seat is not
Not a fund GP desk. Not a company close. Those are Capital and Startup.