Assets
Complete Family Asset Tracking - Secure Global Wealth Management
Your family's wealth isn't confined to one country or one account. From UK properties to US stocks, from Asia savings to Crypto wallets worldwide - Know Your Dosh tracks every asset that matters to your family's financial future.
Properties
Bank Accounts
Stocks
Crypto's
Startup Investments
Family + Individual Homes
Add all of your individual and/or family homes to get a comprehensive look at your immovable assets.
Bank Accounts
Link (via our Open Banking facility) all of your bank accounts and track them seamlessly, or add/edit them manually.
Startup Investments
Add your precious startup investments and manage them to see your asset class diversified and growing.
Crypto Investments
Add all of your Crypto investments and see your gutsy and adventurous investments soar like you've imagined.
Stock Portfolio
Add your stock market portfolio and sit back to see your net worth grow steadily over time.
Other Asset Classes - Coming Soon
Other asset classes coming soon!
Why Global Families Trust Our Asset Tracking 💰
- Complete Visibility: See your entire family’s global asset portfolio
- Real-Time Updates: Automatic valuation and performance tracking
- Secure Sharing: Family members see what they need to see
- Multi-Currency: Track assets in 30+ currencies simultaneously
Property Asset Management 🏡
Family Homes – Primary & Secondary Residences
- Global Property Tracking: Homes in multiple countries with local market data
- Automatic Valuations: Real-time property value updates using local market data
- Mortgage Integration: Link property values with outstanding mortgage balances
- Rental Income Tracking: Monitor rental properties and income streams
- Tax Optimisation: Track property taxes and deductions across jurisdictions
User Story: “The Williams family owns their primary home in Manchester, a holiday cottage in France, and a rental property in Florida. Know Your Dosh tracks all three properties with local currency valuations, rental income, and tax implications in one secure dashboard.”
Investment Properties – Building Wealth Through Real Estate
- Portfolio Overview: Complete investment property portfolio tracking
- Cash Flow Analysis: Rental income vs expenses and mortgage payments
- ROI Calculations: Return on investment tracking for each property
- Exit Strategy Planning: Capital gains calculations and timing analysis
Financial Asset Tracking 📊
Bank Accounts – Global Banking Integration
- Multi-Bank Connectivity: Connect accounts from hundreds of global institutions
- Real-Time Balances: Instant account balance updates across all banks
- Transaction Categorisation: Automatic expense and income classification [COMING SOON]
- Currency Conversion: Real-time exchange rates for multi-currency accounts
- Savings Goal Tracking: Monitor progress toward family financial objectives
Security Note: “All bank connections use Open Banking standards with read-only access. We never store your banking credentials or have transaction capabilities.”
Investment Portfolios – Stocks, Bonds & Beyond
- Global Stock Tracking: Equities from NYSE, LSE, Tokyo, and 50+ exchanges
- Bond Portfolio Management: Government and corporate bonds with yield tracking
- Mutual Fund Monitoring: Fund performance and fee analysis
- ETF Tracking: Exchange-traded fund portfolio management
- Dividend Tracking: Income from dividend-paying investments
Cryptocurrency Holdings – Digital Asset Management
- Multi-Wallet Support: Track Bitcoin, Ethereum, and 500+ cryptocurrencies
- Exchange Integration: Connect to Coinbase. Binance, Kraken, and more major exchanges coming soon
- Cold Storage Tracking: Monitor hardware wallet holdings
- DeFi Protocol Integration: Track decentralised finance investments
- Tax Reporting: Crypto gains/losses for tax purposes
Security Focus: “Crypto tracking uses API keys with read-only permissions. Your private keys never leave your control.”
Alternative Investments – Beyond Traditional Assets
- Startup Equity: Track private company investments and valuations
- Commodities: Gold, silver, oil, and commodity investments
- Collectibles: Art, wine, watches, and collectible valuations
- Peer-to-Peer Lending: P2P investment tracking and returns
- Private Equity: Track private equity fund investments
Retirement & Pension Assets 🪙
Global Retirement Planning
- UK Pensions: SIPP, workplace pensions, and state pension tracking
- US Retirement Accounts: 401(k), IRA, Roth IRA management
- European Pensions: Track pension schemes across EU countries
- International Transfers: Monitor pension transfers between countries
- Retirement Projections: Calculate retirement income across all accounts
Family Collaboration Features 🤝
Shared Asset Visibility
- Role-Based Access: Parents, children, and advisors see appropriate information
- Family Net Worth: Combined household wealth tracking
- Goal Sharing: Family financial objectives with progress monitoring
- Document Storage: Secure storage for asset-related documents
- Communication Hub: Discuss asset decisions with family members
Multi-Generational Wealth Management
- Estate Planning Integration: Track assets for inheritance planning
- Trust Management: Monitor trust assets and beneficiaries
- Gift Tracking: Record gifts and their impact on estate planning
- Succession Planning: Prepare next generation for wealth management
- Legacy Preservation: Ensure family wealth continues across generations
Security & Compliance 🔐
Data Protection Standards
- Bank-Grade Encryption: AES-256 encryption for all asset data
- Multi-Factor Authentication: Secure access to sensitive information
- Regular Security Audits: Third-party security assessments
- Compliance Monitoring: FCA, SEC, and international regulatory compliance
Privacy Controls
- Granular Permissions: Control who sees which assets
- Audit Trails: Complete history of who accessed what information
- Data Anonymisation: Personal information protection
- Right to Deletion: Complete data removal upon request
- Consent Management: Clear control over data usage
