Question 1

What is an asset tracker?

Accepted Answer

It is a structured record of everything you own, kept in one place. Instead of a spreadsheet of balances, each asset has its own entry covering what it is, what it is worth, where it is held and where the paperwork sits, so the picture stays complete as your circumstances change.

Question 2

Which assets can I record?

Accepted Answer

Property and land, vehicles and valuables, bank and savings accounts, brokerage holdings and shares, pensions and retirement accounts, precious metals, insurance policies, business interests, expected inheritances, digital assets such as crypto wallets and online accounts, and the liabilities set against them.

Question 3

What about assets without a market price?

Accepted Answer

A home, a painting, a stake in a private company or an investment not matched to a listed security keeps the value you record until you change it.

Question 4

Do I need an account to try it?

Accepted Answer

No. You can try the portfolio without signing in. What you enter stays in this browser and is not sent to us. When you create an account, your trial entries move into it, where their values stay current and connect to your will.

Question 5

Why record pension details if I live in the UK?

Accepted Answer

Unused pension funds are expected to count towards UK inheritance tax, so an executor needs each scheme's details to value the estate.

Question 6

How does this help with my will?

Accepted Answer

A will names people and, often, particular assets. Having the portfolio recorded first means you are choosing from a complete list rather than remembering under pressure, and the people who eventually administer your estate are not left searching for accounts nobody knew about.

Every Asset You Own, in One Place

Frequently Asked Questions About the Asset Tracker