AssetLog

LOG HUB

Your portfolio, as it actually stands today.

The operational core of SmartAssetLog — where every category, position and update lives.

TOTAL LOGGED VALUE

$1,842,910

+2.4% since last review

ACCOUNTS LOGGED

11

Across 6 categories

NEXT SCHEDULED REVIEW

Aug 04

Quarterly cadence

LAST UPDATED

2 days ago

Real estate category

ASSET CATEGORIES

Six categories, one workspace.

Equities & Brokerage

$742,300

Real Estate

$610,000

Retirement Accounts

$358,410

Business Ownership

$96,200

Fixed Income & Bonds

$28,500

Cash & Reserves

$7,500

TRACKING WORKSPACE

Where every entry gets logged.

The workspace is built around three fields for every asset: category, current value and the date it was last confirmed. Nothing more to fill out, nothing important left blank.

01

Assign the asset to a category and, if relevant, an entity.

02

Record the current value and the date it was confirmed.

03

Add a short note if anything changed since the last entry.

A laptop beside financial documents showing analytics

RECENT LOGS

The last few entries.

Asset Category Value Logged
Rental Property — Maple St Real Estate $310,000 Jul 19, 2026
Brokerage Account — Individual Equities $412,880 Jul 16, 2026
401(k) — Current Employer Retirement $228,410 Jul 12, 2026
Partnership Stake — Consulting LLC Business Ownership $96,200 Jul 08, 2026
Treasury Ladder Fixed Income $28,500 Jun 30, 2026

FINANCIAL SUMMARY

Allocation across your logged categories.

Equities & Brokerage40%
Real Estate33%
Retirement Accounts19%
Business Ownership5%
Fixed Income & Cash3%