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The Assets and Liabilities page lists every account and holding Silvia tracks, grouped by type.
Assets And Liabilities CFO Silvia 08 11 2026 02 26 PM

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Layout

  • Header card: Total assets, total liabilities, and net worth with a historical chart.
  • Sections: Grouped by asset type (Public Investments, Crypto, Real Estate, Vehicles, Collectibles, Precious Metals, Private Investments, Other Assets, Liabilities).
  • Accounts: Each account row shows balance, day change, and institution.

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Adding an account or asset

1

Click Add

Use the Add button in the toolbar or in an empty section.
2

Choose type

Select Connect via Plaid (banks, cards, brokerages), SnapTrade (brokerages Plaid doesn’t cover), or Add manually (for real estate, vehicles, collectibles, etc.).
3

Follow the flow

Complete the connection or fill in the manual form.

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Filtering and grouping

Use the toolbar to filter by type, tag, or account, and to switch between grouped and flat views.

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Drilling into a section

Click any section header (e.g. Public Investments) to open its detail page with a chart, allocation breakdown, activity log, and full holdings list. See each asset type page under Asset Types for details.