Asset Valuation.
Every position you hold, priced and grouped the way you hold it. Equities, crypto and private marks in one register.
Asset Valuation
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What you own, line by line.
Every position, not every balance
Your holdings are listed individually with share count, cost basis and unrealized gain. A brokerage balance tells you what an account is worth. This tells you what you own.
Grouped the way you hold it
Positions sit under the account that holds them and accounts sit under their institution. The same security held in two accounts stays two lines, because that is how you own it.
Crypto priced alongside everything else
Digital assets carry quantity, price and change in the same table as your equities, valued continuously rather than filed away as an afterthought.
Cost basis where it matters
Unrealized gain is shown per position and can be read as a percentage or a dollar figure. What a position has done for you is not a different question from what it is worth.
What the market has not priced
Real estate, private interests and vehicles sit in the same register, valued by your own marks rather than left off the page because no exchange quotes them.
One register, many custodians
Two brokerages, a private fund and a wallet read as one portfolio. Nothing is reconciled by hand and nothing is left out because it did not come from a feed.
Know what you hold.
Not what an account is worth. What is inside it.