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. 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 fund and company 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.
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.