Source-aware data model
Tablewealth treats manual, imported, and connected records as first-class sources, so private assets can sit beside synced accounts naturally.
Solution
Private Asset Tracking Beside Your Connected Accounts
Track private assets, manual holdings, imported investments, real estate, liabilities, and connected accounts in the same financial workspace.
Built for Investors and households with real estate, private funds, AngelList exports, manual investments, vehicles, valuables, collectibles, loans, or other records outside ordinary bank feeds.
Useful for complex households
Real financial lives often include homes, private investments, loans, vehicles, collectibles, and values that do not update from a bank feed.
Built for reporting and planning
Use private assets in net worth, investment review, liquidity planning, retirement scenarios, and advisor-ready spreadsheets.
How it works
A practical workflow, not a generic dashboard.
1
Add manual assets and liabilities
Create records for property, vehicles, valuables, private investments, personal loans, business loans, or other non-synced values.
2
Import bounded investment records
Use imports when the source is a statement, portfolio export, historical range, or dataset that does not have a live provider.
3
Review private assets in context
Include private assets in net worth, dashboards, spreadsheets, reports, and custom apps alongside connected accounts.
What you can do
Use Tablewealth for the work behind the number.
Real estate and manual assets
Add homes, rental properties, vehicles, collectibles, and other values that matter to the household balance sheet.
Angel and private investments
Import or maintain private investment records beside brokerage holdings and cash positions.
Debt and liquidity planning
Track loans, private values, and illiquid assets in the same workspace used for retirement and net worth planning.
Try Tablewealth
Start with the workflow. Keep the data layer.
Connect your accounts once, then use the same financial workspace in the native app, live spreadsheets, installed apps, APIs, or AI-assisted tools.
FAQ
Common questions
Can Tablewealth track assets that do not sync automatically?
Yes. Manual assets and liabilities are first-class records for real estate, vehicles, valuables, collectibles, private investments, loans, and other values.
Can I import private investment data?
Yes. Imported accounts and investment records can support net worth, holdings, and reporting workflows without pretending to be provider-backed accounts.
Why track private assets next to connected accounts?
Private assets can materially affect net worth, allocation, liquidity, debt planning, retirement planning, and advisor discussions.