Worthic’s Investments area is designed around portfolios rather than a single narrow asset type. You can track listed market portfolios such as discretionary brokerage accounts, retirement accounts, managed portfolios, REITs and listed real estate, cash or money-market investments, crypto or digital assets, precious metals, and other alternative investments. For broader wealth tracking, it can also hold simpler value-based assets such as collectibles, real estate, vehicles, household goods, fixed deposits, and other assets where the main need is to record current value over time.
For detailed portfolios, Worthic tracks the actual holdings inside the account: instruments, tickers, asset classes, units, cost information, latest prices, market values, and performance. It also recognises investment activity such as buys, sells, brokerage and taxes, plus dividend income with payment dates and net amounts.
A portfolio can include linked cash accounts, so uninvested cash, deposits, withdrawals, settlement movements, and investment-related cash transactions sit with the holdings instead of being treated as unrelated bank activity. Multi-currency support is built in: accounts, holdings, prices, cash ledgers, dividends, and reporting views can keep their own currencies while also rolling up to the workspace reporting currency.
In practical terms, Worthic can cover ordinary brokerage portfolios, retirement savings, offshore portfolios, bullion or collectibles, crypto, money-market balances, and asset-style investments that need periodic valuation rather than day-to-day trading detail.