📘 Help Center: Supported Assets

• How to track stocks and ETFs?

• How to track bonds?

• How to track cryptocurrencies?

• How to track private business?

• How to track real estate?

• How to track cash?

• How to track bank accounts?

• How to track debts?

• How to track deposits?

• How to track any other asset?

• Is there a sample portfolio I can follow?

• ← Help Center

🟩 How to track stocks and ETFs?

In FIREkit, you can create multiple Shares assets, each representing a different group of stocks or ETFs. You might group them by goal, risk level, account type, or investment strategy, giving you full control over how your portfolio is structured and analyzed.

🛠️ Here’s how:

1. Click Create asset → select Shares.

2. Fill in the Basic information section.

3. Add all your stock TICKERs associated with this asset in the Initial data section. We will create a deposit transaction for each ticker purchase. If you're not ready to enter tickers yet, you can skip this step and add them later via transactions.

4. Fill in all other optional sections. The more details you add, the smarter the analytics.

5. Click the Confirm button.

🟩 How to track bonds?

In FIREkit, you can create multiple Bonds assets, each representing a distinct group of bonds. You might group them by country, risk level, portfolio goal, or currency, giving you full control over how your fixed-income investments are structured and analyzed.

🛠️ Here’s how:

1. Click Create asset → select Bonds.

2. Fill in the Basic information section.

3. Add all your bond ISINs associated with this asset in the Initial data section. We will create a deposit transaction for each bond purchase. If you're not ready to enter them now, you can skip this step and add bonds later via transactions.

4. Fill in all other optional sections. The more details you add, the smarter the analytics.

5. Click the Confirm button.

🟩 How to track cryptocurrencies?

In FIREkit, you can create multiple Crypto assets, each representing a different group of crypto holdings. You can organize them by wallet, exchange, strategy, or blockchain network, giving you full control over how your crypto is tracked and analyzed.

🛠️ Here’s how:

1. Click Create asset → select Crypto.

2. Fill in the Basic information section.

3. Add all your cryptocurrency COINs associated with this asset in the Initial data section. We will create a deposit transaction for each coin purchase. If you're not ready to enter them now, you can skip this step and add coins later via transactions.

4. Fill in all other optional sections. The more details you add, the smarter the analytics.

5. Click the Confirm button.

🟩 How to track private business?

In FIREkit, you can track private company ownership using Custom assets. Each business, whether it’s your business, a partnership, or a side project, can be tracked separately by creating its own asset for better clarity, valuation, and transaction tracking.

🛠️ Here’s how:

1. Click Create asset → select Custom.

2. In the Basic information section, fill in the available fields. Pay special attention to:

   1. Class field → choose Business

   2. Currency field → specify the currency in which the business is valued. All future transactions for this asset will be recorded in this currency.

3. In the Initial data section, enter the estimated value of your ownership.

4. Fill in all other optional sections. The more details you add, the smarter the analytics.

5. Click the Confirm button.

🟩 How to track real estate?

In FIREkit, you can track real estate using Custom assets. Each property, whether it’s a home, rental unit, or piece of land, can be tracked separately by creating its own asset. This gives you full control over valuations, transactions, and insights for each property.

🛠️ Here’s how:

1. Click Create asset → select Custom.

2. In the Basic information section, fill in the available fields. Pay special attention to:

   1. Сlass field → choose Real estate.

   2. Currency field → specify the currency in which the property is valued. All future transactions for this asset will be recorded in this currency.

3. In the Initial data section, enter the estimated value of the specific property.

4. Fill in all other optional sections. The more details you add, the smarter the analytics.

5. Click the Confirm button.

🟩 How to track cash?

In FIREkit, you can track physical cash using Custom assets. Each holding, whether it’s an emergency fund, travel money, or home cash reserve, can be tracked separately by creating its own asset to maintain accurate liquidity tracking.

🛠️ Here’s how:

1. Click Create asset → select Custom.

2. In the Basic information section, fill in the available fields. Pay special attention to:

   1. Class field → choose Cash.

   2. Currency field → specify the currency of the cash. All future transactions for this asset will be recorded in this currency.

3. In the Initial data section, enter the amount of cash.

4. Fill in all other optional sections. The more details you add, the smarter the analytics.

5. Click the Confirm button.

🟩 How to track bank accounts?

In FIREkit, you can track bank accounts manually using Custom assets. Each account, whether it’s a checking account, savings account, or online wallet, can be tracked separately by creating its own asset to reflect your actual balances better.

🛠️ Here’s how:

1. Click Create asset → select Custom.

2. In the Basic information section, fill in the available fields. Pay special attention to:

   1. Class field → choose Cash.

   2. Currency field → specify the currency of the account. All future transactions for this asset will be recorded in this currency.

3. In the Initial data section, enter the current account balance.

4. Fill in all other optional sections. The more details you add, the smarter the analytics.

5. Click the Confirm button.

🟩 How to track debts?

In FIREkit, you can track money you've lent to others using Custom assets. Each debt, whether it’s a personal loan, business loan, or any borrowed amount someone owes you, can be tracked separately by creating its own asset to monitor repayments and outstanding balance.

🛠️ Here’s how:

1. Click Create asset → select Custom.

2. In the Basic information section, fill in the available fields. Pay special attention to:

   1. Class field → choose Private debt.

   2. Currency field → specify the currency of the debt. All future transactions for this asset will be recorded in this currency.

3. In the Initial data section, enter the debt amount.

4. Fill in all other optional sections. The more details you add, the smarter the analytics.

5. Click the Confirm button.

🟩 How to track deposits?

In FIREkit, you can track term deposits using Custom assets. Each deposit, whether it’s a fixed deposit or savings certificate, can be tracked separately by creating its own asset to monitor maturity dates and locked funds.

🛠️ Here’s how:

1. Click Create asset → select Custom.

2. In the Basic information section, fill in the available fields. Pay special attention to:

   1. Class field → choose Cash.

   2. Currency field → specify the currency of the deposit. All future transactions for this asset will be recorded in this currency.

3. In the Initial data section, enter the deposit amount.

4. Fill in all other optional sections. The more details you add, the smarter the analytics.

5. Click the Confirm button.

🟩 How to track any other asset?

In FIREkit, you can track other types of assets using Custom assets. Each item, whether it’s a vehicle, collectible, or digital asset, can be tracked separately by creating its own asset to reflect its individual value and changes over time.

🛠️ Here’s how:

1. Click Create asset → select Custom.

2. In the Basic information section, fill in the available fields. Pay special attention to:

   1. Class field → choose the option that best describes your asset.

   2. Currency field → specify the currency in which the asset is valued. All future transactions for this asset will be recorded in this currency.

3. In the Initial data section, enter the estimated value of the asset.

4. Fill in all other optional sections. The more details you add, the smarter the analytics.

5. Click the Confirm button.

🟩 Is there a sample portfolio I can follow?

Yes! You can explore FIREkit using our built-in demo account — no signup required. It includes a fully populated sample portfolio that shows how different asset types can be structured, grouped, and analyzed.

👉 Open DEMO account

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