Manually Updating an Asset's Value

Any asset in Aureli can have its value updated manually. This is the primary way to keep assets like property, private equity, or commodities current — and it's also available for stocks and crypto if you prefer to manage prices yourself.

How to add a valuation

1. Open your portfolio and go to Assets.
2. Click on the asset you want to update.
3. Select the Valuations tab.
4. Fill in Value as of (the date) and Amount.
5. Click Add.

The new valuation is immediately used in your net worth calculation.

Which value is used for net worth?

Aureli uses the most recent valuation by date, not by when it was entered. If you enter a valuation dated last week, it will be used ahead of an older entry — even if that older entry was saved more recently.

This means you can backfill historical valuations without affecting your current net worth, as long as you date them correctly.

Viewing valuation history

All valuations for an asset are listed on its Valuations tab in chronological order. You can see how the value has changed over time and delete any entry if it was entered incorrectly.

Deleting a valuation

To remove a valuation, open the asset's Valuations tab, find the entry in the list, and use its ⋯ menu to select Delete. The previous valuation will then become the current value used for net worth.

Asset types and manual valuations

Always manual: These asset types don't have automatic price feeds and rely entirely on manual valuations to stay current:

• Property
• Personal property
• Private equity
• Cash accounts not connected to a bank

Automatic by default, manual as an override:

• Stocks and ETFs
• Cryptocurrency
• Commodities (when auto-pricing is configured)

LITE plans get up to 3 auto-updating assets across these types; PRO is unlimited. See Managing your plan.

For auto-priced assets, you can still add a manual valuation at any point. The most recent valuation by date takes precedence regardless of source.

Archiving an asset with a non-zero value

When you archive an asset, Aureli automatically records a zero valuation at the time of archiving. This ensures the asset's value drops cleanly to zero in your historical net worth chart rather than appearing as an abrupt gap.