A practical starting point
Create the accounts and assets you choose. A new account begins financially blank.
START WITH YOUR DATABring the information.
Bring the information.
Keep the context.
Start with manual entry and supported imports. Preserve source identity, recognise duplicate records and know when information needs attention.
SynthveroYOUR NEXT STEPStart with one source.
A supported statement or file
Review before adding it to your pictureSource informationPreserved
Duplicate relationshipsReviewed
Missing classificationsVisible
ILLUSTRATIVE DATA · NOT YOUR ACCOUNT
A BETTER WAY TO SEE ITMore useful than
More useful than
a disconnected spreadsheet.
The goal is one coherent picture, not another copy of every source. Records should retain their origin while domain services keep their financial meaning.
Supported import paths
Use available investment and statement import workflows with their existing validation.
Provenance matters
Review effective dates, coverage and duplicate relationships rather than assuming every record is current.
START SIMPLY
Make the picture yours.
Choose the domain you want to add.
Enter information or select a supported import.
Review the result before relying on the totals.
IN CONTEXTUseful detail.
Useful detail.
Part of your whole wealth.
Keep this dedicated view, then explore how its covered records contribute to the rest of your financial picture.
Attributable ownership Reporting currency Dated information Clear coverage
QUESTIONS, ANSWERED
Understanding data & imports.
Is automatic IBKR synchronisation included now?
Automatic IBKR synchronisation is not included in the current offering. Start with manual entry and supported imports.
Will an account be created without my action?
Financial accounts, portfolios and assets should only appear after an explicit creation or import action.
Are all file formats supported?
Each import workflow identifies its supported formats and limits. A format available in one workspace may not be available in another.
Your wealth deserves
a clearer view.
Bring the pieces together. Start with the asset or account that matters most to you.