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🧠 AI Chief of Staff
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Add Financial Entry
asset
liability
Category
💵
Cash
₿
Crypto
📈
Equities
🏦
Retirement
🏠
Real Estate
🏢
Business Equity
💼
Private Investment
📦
Other
Asset Name *
Subcategory (optional)
Current Value *
Currency
CAD
USD
THB
EUR
GBP
SGD
AUD
Ownership %
Liquidity
Same day
1–24 hours
1–7 days
1–4 weeks
1–3 months
3–12 months
Illiquid
Confidence *
100% — Verified
Bank statement / wallet
80% — Recent
Last 30 days
60% — Estimated
Rough from memory
40% — Guess
No recent data
Source
Manual entry
Imported (CSV)
API sync
Estimated
Update Frequency
Daily
Weekly
Monthly
Quarterly
Ad hoc
Notes
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