Financial PortfolioPrivate Wealth Tracker
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Ask about the public features, records, documents and sharing in Financial Portfolio. Follow each answer to a full help article.

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A simple, guided conversation can point you to an answer and the full article behind it. Start with a topic below or write your own question.

Financial Portfolio HelpPublic answers · No account lookup

Can my family see every document?

You choose which sections a viewer can see, and share individual documents separately.

Your questions stay in this browser session.

Popular questions

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Full help articles

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Every chat answer links to a page you can read and revisit.

Getting access to Financial PortfolioHow the waitlist works and what to expect when you can use the app.Records, values and connected dataUnderstand what you maintain yourself and what is still in development.Sharing and permissionsUnderstand owners, read-only viewers and document sharing.Documents and storageSupported files, size limits and sharing your documents.

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Ask about the public features and resources, then follow the link to the full explanation.

Help Center

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Hello. Ask me about getting started, records, documents or sharing. I answer from the public Help Center, and I cannot look up an account.

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Follow an answer further

See the part of the app behind your question.

Start with the public help article, then follow its links to the matching feature or tutorial.

Understand your records

Learn how to review and update a recorded value.

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Find a document

See the file types, limits and sharing steps.

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Choose access

Know the difference between an owner and a viewer.

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Where can I get help with Financial Portfolio access?

Read the getting-access article or contact the team. Keep your initial enquiry brief and leave out private account or financial details.

Why are my wealth tracker values not updating automatically?

Most values in the current app are manually maintained. Automatic bank transaction imports are not available.

Start with what you have

Bring your financial life into focus.

You do not need every detail on day one. Start with the records that matter most, then build a clearer picture at your own pace.

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