Asset types explained

Foliostone supports a comprehensive range of asset types to capture your entire wealth picture.

Real Estate — Track properties with purchase price, current valuation, rental income, and associated costs. Supports residential, commercial, and land.

Stocks & ETFs — Listed securities with automatic price tracking. Record purchases, sales, dividends, and view real-time performance.

Cryptocurrency — Bitcoin, Ethereum, and other digital assets with market price feeds. Track wallets and exchange accounts.

Bank Accounts — Checking, savings, and investment accounts. Track balances across multiple banks.

Private Equity — Unlisted company shares and venture capital investments. Manual valuation updates.

Life Insurance — Assurance-vie contracts and investment-linked policies with fund allocation tracking.

Precious Metals & Collectibles — Gold, art, wine, and other alternative assets with custom valuations.

Business Assets — Company equity, SCI shares, and holding structures.

Each type has specialized fields and tracking capabilities tailored to its characteristics.