Know what you own. Keep the record useful.
Wealthboard is a private, self-hosted record of assets, liabilities, financial activity, goals, and estate-planning intentions. This guide explains the product in the order most people use it, with real screens and concrete examples.
Set up your portfolioChoose currencies, create the first account, and establish trustworthy values.Plan an estateAdd beneficiaries, allocate property, resolve warnings, and create a printable summary.Track investment positionsRecord units, prices, broker cash, trades, corporate actions, and reconciliations.Run WealthboardDeploy, configure authentication, back up SQLite, and recover safely.
A useful mental model
Wealthboard has three layers:
- Accounts and assets describe what you own or owe right now.
- Activity and valuations explain how those balances changed over time.
- Goals, reports, and estate plans interpret the same underlying records without rewriting them.
Start small
Create one real account with a current value, then add history only when you need it. A smaller accurate portfolio is more useful than a large speculative one.
Common destinations
| I want to… | Read… |
|---|---|
| Add land, a bank account, a loan, or an investment | Accounts and assets |
| Track brokerage cash, units, prices, or corporate actions | Position-tracked investments |
| Record a deposit, fee, transfer, or updated property value | Transactions and values |
| Understand allocation and net worth | Reports and privacy |
| Assign inheritance percentages | Estate planning |
| Move or restore my data | Import, export, and restore |
| Configure the server | Deployment |