> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cfosilvia.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Assets and Liabilities

> A complete view of what you own and what you owe.

The **Assets and Liabilities** page lists every account and holding Silvia tracks, grouped by type.

<Frame>
  <img src="https://mintcdn.com/cfosilvia/UXendoS7pK_VY1Y5/images/Assets-and-Liabilities-CFO-Silvia-08-11-2026_02_26_PM.png?fit=max&auto=format&n=UXendoS7pK_VY1Y5&q=85&s=b77645fd50190750ad6b3f6db20308a5" alt="Assets And Liabilities CFO Silvia 08 11 2026 02 26 PM" width="1807" height="1221" data-path="images/Assets-and-Liabilities-CFO-Silvia-08-11-2026_02_26_PM.png" />
</Frame>

## 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.

## Adding an account or asset

<Steps>
  <Step title="Click Add">
    Use the **Add** button in the toolbar or in an empty section.
  </Step>

  <Step title="Choose type">
    Select **Connect via Plaid** (banks, cards, brokerages), **SnapTrade** (brokerages Plaid doesn't cover), or **Add manually** (for real estate, vehicles, collectibles, etc.).
  </Step>

  <Step title="Follow the flow">
    Complete the connection or fill in the manual form.
  </Step>
</Steps>

## Filtering and grouping

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

## 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](/product-guide/assets/public-investments) for details.


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