Documentation

WealthKraft investments: what’s live and what needs a provider

Track investment, brokerage, and retirement accounts with manual balances and valuations today; live aggregation requires a provider connection. Read-only — no trading or advice.

Plans
Personal Wealth
Availability
Rolling out in prelaunch
For
Personal
In KontoCore
Personal → Net worth → Investments

Prelaunch. Live brokerage aggregation: Provider connection required.

What this does

You can add investment accounts — taxable brokerage and tax-advantaged retirement accounts — and record balances and valuations manually. They feed your household net worth without being double counted against bookkeeping transactions.

Portfolio market values are kept separate from household postings: a change in value updates net worth, not your spending.

Live holdings and transaction feeds from brokerages require a compatible aggregation provider. WealthKraft is read-only: it does not place trades, move money, or give investment or tax advice.

WealthKraft manual holdings and securitiesAdd investment accounts and holdings by hand — security, quantity, and price — for taxable and tax-advantaged accounts, without a live provider connection.Manual investment transactions, contributions, and distributionsRecord buys, sells, dividends, interest, fees, contributions, and distributions by tax year for investment accounts, keeping transfers separate from income.Investment cost basis, gain/loss, income, and performanceSee cost basis, unrealized and realized gain or loss, investment income, XIRR and time-weighted return where data supports them, and allocation by asset type.

How to

Add an investment account

  1. 1Open Net worth → Investments → Add account.
  2. 2Choose the account type (taxable or tax-advantaged).
  3. 3Enter the current value and as-of date; update it whenever you like.

Availability

CapabilityStatus
Manual investment accounts and valuationsAvailable in prelaunch
Live brokerage/retirement aggregationProvider connection required
Retirement projections and what-if scenariosPlanned
Trading or executionNot offered
Terms used:Net worth

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Last reviewed October 6, 2026