Custom assets
Flexible by design
Not every investment fits a ticker symbol. AbateInvestments lets you define custom asset categories with the fields that matter to you.
User-defined categories
Create investment categories for anything you own that doesn't fit the standard types.
Collectibles & commodities
Track art, wine, precious metals, and other tangible alternative assets.
Income & expenses
Record yield, storage, insurance, and carrying costs alongside valuations.
Manual valuations
Enter dated valuations with sources; estimates are labeled, never invented.
Documents & notes
Attach supporting evidence and notes to every alternative holding.
One ledger for everything
Alternatives roll up into the same portfolio totals, allocation breakdowns, and performance reports as your public and private holdings — so your whole net worth lives in one reconciled view.
- Custom categories appear in allocation charts
- Valuation history preserved per asset
- Income and expenses reconciled with transactions
- Missing valuations flagged, not zeroed
Illustrative allocation
Collectibles32%
Commodities28%
Private debt24%
Other16%
Illustrative DEMO data