Add all of your assets to the FIREkit platform to gain a comprehensive view of the entire investment portfolio in one place, making monitoring and managing your investments much easier and intuitive.
Add all your custom assets to track all your investments of multiple kinds, such as cash accounts, deposits, real estate, businesses, and more.
Add your crypto assets to track all your crypto coins from exchanges or any wallets. One asset can contain several crypto coins (e.g. Cold wallet with BTC, ETH, and USDC). You can create an empty asset and add crypto coins later.
If you added your coins at the time of asset creation, a new initial transaction will be added with the total amount of your operation. This helps FIREkit to keep your assets with a positive cash balance.
Add your exchange-traded assets to track all your tickers from exchange markets. One asset can contain multiple shares (e.g. My shares with VOO, AAPL, and TSLA). You can create an empty asset and add shares later.
If you added your shares at the time of asset creation, a new initial transaction will be added with the total amount of your operation. This helps FIREkit to keep your assets with a positive cash balance.
Record a new purchase of your coins or shares to track its returns and additional parameters, as well as better understand the performance of the portfolio as a whole. In order to register a purchase of cryptocurrency or shares, you need to have a positive cash balance for this asset (to accomplish this, use the action "Deposit funds" or transfer funds from another asset).
Record a sale of your coins or shares to determine the profit or loss that will affect the parent asset and portfolio profitability. The funds released after the sale will be credited to the parent asset cash balance.
Record dividends for an asset in order to track income from a particular asset. Use tags in comments to group similar operations (e.g. #dividends). These could be dividends, coupons from bonds, staking (crypto) profits, etc.
Configure your expected asset allocation in order to keep track of your investment portfolio's performance and ensure that it aligns with your financial goals. By diversifying your investments across various asset classes, such as stocks, bonds, and real estate, you can minimize risk and maximize potential returns.
Archive an asset in order to hide it from the assets table. All the analytics and transactions related to this asset will be preserved. FIREkit supports a consistent transaction chain to calculate portfolio performance accurately at any moment in time. This means that all tickers or coins must be sold and a cash balance must be withdrawn or transferred before archiving.