In FIREkit, you can add cash to all assets via the Deposit funds transaction.
🛠️ Here’s how:
Open your asset.
Click on the Three dots button → Deposit funds menu item.
Enter the Currency and the desired Amount.
Select the deposit date in the Date field.
Enter commission (if any) into the Commission field.
Click the Confirm button.
In FIREkit, tickers (e.g., AAPL, TSLA, VOO) are added to Shares assets via transactions. Each ticker is tracked individually with its own quantity, price, and performance.
🛠️ Here’s how:
Open your Shares asset.
Click on the Three dots button → Record purchase menu item or Add ticker button.
Enter your Ticker into the Ticker field.
Enter the purchased quantity into the Quantity field.
Enter the purchased price into the Average price field.
Select the purchase date in the Date field.
Enter commission (if any) into the Commission field.
Click the Confirm button.
You can add multiple tickers to the same asset.
In FIREkit, bonds (e.g., US912810UK24) are added to Bonds assets via transactions. Each bond is tracked individually by its quantity, price, and performance.
🛠️ Here’s how:
Open your Bonds asset.
Click on the Three dots button → Record purchase or use the Add ticker button.
Enter the ISIN into the Ticker field.
Enter the purchased quantity into the Quantity field.
Enter the price into the Average price field.
Select the purchase date in the Date field.
Enter commission (if any) into the Commission field.
Click the Confirm button.
You can add multiple bonds to the same asset.
In FIREkit, cryptocurrencies (e.g., BTC, ETH) are added to Crypto assets through transactions. Each coin is tracked separately by quantity, price, and performance.
🛠️ Here’s how:
Open your Crypto asset.
Click on the Three dots button → Record purchase or use the Add ticker button.
Enter the coin ticker (e.g., BTC) into the Ticker field.
Enter the amount into the Quantity field.
Enter the average cost into the Average price field.
Select the date in the Date field.
Enter commission (if any) into the Commission field.
Click the Confirm button.
You can add multiple coins to the same asset.
In FIREkit, Record profit is used to reflect passive income or capital changes on an asset, such as dividends.
🛠️ Here’s how:
Open your Shares asset.
Click on the Three dots button → Record profit.
Enter the received amount into the Amount field.
Select the date in the Date field.
Add a comment (e.g., # dividends) for clarity.
Select Transfer profit if the income was received in another asset (like a bank or cash) — this works like a Record profit + Transfer, useful when you don’t want to capitalize the original asset but still want to reflect the income for analytics.
Click the Confirm button.
For now, we recommend manually tracking your dividends on a monthly basis, since FIREkit does not associate dividends with specific shares. Use tags in comments to group similar transactions for calculations and searches (e.g. #dividends).
Bond payments (also called coupons) are the income you receive for holding a bond. You can track them in FIREkit using a Record profit transaction for the whole asset.
🛠️ Here’s how:
Open your Bond asset.
In the Tickers table, click the Three dots next to the bond → Record coupon.
If available, we’ll auto-fill the Amount (coupon × quantity), Date, and Comment fields.
Adjust the details if needed.
If the money was received into another asset (e.g., a cash account), enable Transfer profit.
Click the Confirm button.
Tip: You can also track the payment manually by opening the asset and choosing the Record profit menu.
Bond buybacks (also called redemptions) happen when the issuer repurchases the bond before or at maturity. You can track them in FIREkit using a Record sale transaction.
🛠️ Here’s how:
Open your Bond asset.
In the Tickers table, click the Three dots next to the bond → select Record redemption.
We’ll auto-fill the Ticker, Quantity, Price, Date, and Comment if available.
Enter commission (if any) into the Commission field.
Click the Confirm button.
Tip: You can also enter the redemption manually by opening the asset and choosing the Record sale menu.
Stock splits occur when a company increases the number of its shares, reducing the price per share without changing the total value. FIREkit doesn’t track stock splits automatically, but you can overcome this by using a Record purchase transaction at a zero price.
🛠️ Here’s how:
Open your Shares asset
In the Tickers table, click the Three dots next to the split stock → select Record purchase
In the Quantity field, add the number of new shares resulting from the split. For example, if you had 5 shares and the split was 1‑for‑4, you need 3 additional shares for each existing share: 3 × 5 = 15.
Set the Price to $0 so the cost basis remains unchanged.
Click the Confirm button.
Stock spin-offs occur when a company creates a new independent company and distributes shares of the new company to existing shareholders. FIREkit doesn’t track spin-offs automatically, but you can record them using Record purchase transactions at a zero price.
🛠️ Here’s how:
Open your Shares asset.
Click Add ticker and add the new company’s ticker.
Select the Ticker of the spin-off company.
Add the quantity of new shares to the Quantity field.
Set the Price to $0 so the cost basis remains unchanged.
Click the Confirm button.
If the parent company’s share count was reduced as part of the spin-off, use Record sale at $0 to adjust the quantity.
Crypto staking rewards add to your holdings over time. FIREkit doesn’t track them automatically, but you can record each reward using Record purchase transactions.
🛠️ Here’s how:
Open your Crypto asset.
Click the Three dots button next to the staked token → select Record purchase.
Enter the quantity of staking rewards in the Quantity field.
Set the Price to $0 so the cost basis remains unchanged.
Click the Confirm button.
Repeat this process for each reward to keep your balance up to date.
In FIREkit, Record profit is used to reflect passive income or capital changes on an asset, such as rental payments.
🛠️ Here’s how:
Open your asset.
Click on the Three dots button → Record profit.
Enter the received amount into the Amount field.
Select the date in the Date field.
Add a comment (e.g., # rental payments) for clarity.
Select Transfer profit if the income was received in another asset (like a bank or cash) — this works like a Record profit + Transfer, useful when you don’t want to capitalize the original asset but still want to reflect the income for analytics.
Click the Confirm button.
If you already have a Custom Asset — real estate, a business, or any other investment — and want to track changes in its value over time, convert it into a Custom Ticker. FIREkit will build a price history and calculate returns just like it does for regular stocks.
Example: Apartment in Ternopil
Open the "Apartment in Ternopil" asset.
In the Tickers section, find the "Track value changes" banner and click Set Up.
The New Ticker panel will open:
Ticker name — filled in automatically. Change it if needed.
Quantity — enter 1.
Price per unit — enter the initial value of the apartment, e.g. 100,000.
Transaction date and time — the date you purchased the apartment.
Current price per unit — current market price (optional; if not specified, FIREkit will use the initial price).
Click Create Ticker.
After confirmation, FIREkit will automatically create three transactions:
Ticker creation — with the name and valuation of your apartment
Balance top-up — the account is credited with the investment amount on the purchase date
Purchase — the apartment is recorded as bought at the specified price
All three transactions appear immediately in the asset's transaction history.
The Tickers section will now show an entry for your apartment. Going forward, update the price via the three-dot menu (⋮) next to the ticker in the asset → Revalue, or via Profile → My Custom Tickers → Revalue. Returns and analytics will be recalculated automatically.
To update the current value of an asset, use the Revalue function — available for any Custom Ticker. FIREkit will automatically recalculate returns and save the new price in the ticker's Price History.
If your asset doesn't have a Custom Ticker yet — set up value tracking first: How do I convert a Custom Asset into a Custom Ticker? (link — add after publication)
Via the asset:
Open the asset.
In the Tickers section, click the three-dot menu (⋮) next to the ticker.
Select Revalue.
Enter the new price per unit and confirm.
Via Profile:
Click Profile in the top right corner.
Select My Custom Tickers.
Click on the ticker you need.
Via the three-dot menu (⋮), select Revalue.
Enter the new price and confirm.
If your Custom Asset consists of several separate items or holdings — you can create a Custom Ticker for each one. This is convenient for collections, pension funds, or any portfolio of diverse objects.
Example A: LEGO Sets
You have a "LEGO Sets" asset and several sets with different prices and currencies. Each set is tracked separately.
Create a ticker for each set:
Open the "LEGO Sets" asset.
In the Tickers section, click Create Ticker.
Enter a name, e.g. Iron Man Set.
Specify the quantity, price per unit, and purchase date.
If needed, enter the current price per unit (if it differs from the purchase price).
Click Create Ticker.
Repeat for LEGO StarWars and LEGO Dune.
Each set will appear as a separate row in the table — with its own current price, invested amount, and share in the asset.
Example B: Pension Funds or REIT Funds
You have a "Pension Funds" asset with two holdings: "Private Fund 1" and "REIT Fund 2". The price per unit is different for each.
Open the "Pension Funds" asset.
Click Create Ticker.
Fill in the details for the first holding:
Ticker name — Private Fund 1
Quantity — 50
Price per unit — 1,000 UAH (purchase price)
Current price per unit — 100,000 UAH
Click Create Ticker.
Repeat for the second holding:
Ticker name — REIT Fund 2
Quantity — 25
Price per unit — 45,000 UAH
Current price per unit — 50,000 UAH
Click Create Ticker.
Both holdings will appear in the tickers table with their current value and returns.