Portfolios
How net worth is worked out, plus sharing, reports, scenarios and Aureli AI.
9 articles
Importing with AI
Upload a statement, spreadsheet, or screenshot and let Claude propose assets, debts, and valuations — you review every proposal before anything is saved.
Supported currencies
The full list of currencies you can use for portfolio base currencies, assets, and debts in Aureli.
Understanding your portfolio reports
Use the Overview and Past pages to see where your portfolio stands today and how it has changed over time.
Using Aureli AI
Ask Aureli AI about your portfolio, run scenario projections and record new valuations with your approval.
Projecting your future net worth with scenarios
Create financial scenarios to model how your net worth could evolve over time, with growth rates, contributions, lump sums, and future debts.
How net worth is calculated
Understand exactly how Aureli adds up your assets and debts to arrive at your net worth figure.
How multi-currency portfolios work
Understand how Aureli handles assets and debts in different currencies and converts everything to a single net worth figure.
Portfolio update notifications
Understand the automated portfolio update emails and push notifications Aureli sends, and how to manage your delivery preferences.
How to share a portfolio
Share your portfolio with partners, financial advisors, or anyone you trust using Aureli's role-based access system.
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